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A group of tax organizations, including the NATP and NAEA, hopes to preserve the core tax functions relied on by tax professionals despite cutbacks at the IRS.

Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.

Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations.

The prospect of prolonged talks with holdouts threatens Senate Majority Leader John Thune's goal of passing President Trump's tax-cut legislation by July 4.

The deal marks the purchase of one private equity-owned firm by a much larger one with majority private equity backing.

In an analysis stretching back to 1926 of 75 different retirement scenarios, Craig Israelsen compares five different retirement portfolio withdrawal strategies, from a fixed annual amount to the 4% rule and RMD withdrawals.

Investors have been gravitating toward actively managed strategies, which have absorbed about 40% of industry inflows amid this year's market turbulence — the highest share ever.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

Daffy's campaign toolkit upgrade aims to boost donations via social functions: "People are inspired to give when they see others step up," said CEO Adam Nash.

Now at Wells Fargo, Matthew McCrea is accused of violating a nonsolicitation agreement he signed at JPMorgan. The suit echoes allegations JPMorgan made days earlier against a broker now at Morgan Stanley.

The industry watchdog is walking away from more than a dozen regulatory reforms that had drawn staunch opposition from advisors and industry groups.

The fintech and nonprofit join others, including AARP and the ICBA, in working to raise awareness of the financial risks of Alzheimer's and dementia.

RBC Wealth goes to UBS again to pull over advisors with large AUM tallies; Carson Group buys a firm in Colorado, and Goldman Sachs alumni set up an RIA through Dynasty Financial.

In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.

An advisory panel has recommended changes that would bring arbitration rules for RIAs into line with those now governing FINRA proceedings for broker-dealers. The proposal still has to get through the SEC.

Net of expenses, many financial advisors and investors could find similar yields and exposure for their portfolios elsewhere, according to a Morningstar study.

Some analysts see inflation around the corner. Here's how to keep clients calm.

A Morningstar study found that clients who get AI-generated emails think their advisors should take a pay cut.

U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their paperwork.