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A young engineer hopes his investments will grow, not his tax bill. What can he do to ward off Uncle Sam?

Nervous investors often ask how the presidential election will affect their portfolios. New research offers a simple way to reassure them: Look at the numbers.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.

AI has become a crucial part of the conversation for wealth managers, as firms such as Goldman Sachs, Morgan Stanley and Citigroup consider how to deploy the technology.

Most advisors said they see AI helping streamline internal workflow functions, but very few trust it to make financial decisions.

Advisors are faced with cutting-edge tech that will reshape the industry, as well as questions about its reliability.

There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?

To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.

More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.

Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.

Forty companies made the 2024 edition of American Banker's annual list of enviable workplace cultures in the financial technology space. Here is a look at some of what makes these firms employers of choice.

Here's what advisors at the $2 million production level can expect to earn at large and regional firms

You'd think making $1 million a year for your firm would be considered a lot. But advisors at that level last year have to bring in a bit more to maintain their take-home pay.

A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.

Our continued look at compensation for advisors at different revenue levels considers pay for $600,000-a-year producers.

Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.