Portfolio

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

A big August will be followed by the uncertainty of the Fed's actions, a presidential election and other factors.

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Scams targeting individuals aged 60 and older caused over $3.4 billion in losses in 2023 — an increase of approximately 11% from the year prior, according to the FBI.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Industry groups see the new AML requirements as unnecessarily redundant and burdensome on small firms.

Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.