Subject Root Tag

The decision hinging on the definition of "inventory" in the sale of a highly valuable position in a U.S. partnership resolved a saga that began 16 years ago.

The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.

Now the questions are: how much, and how often.

A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.

Analysts say that firms that are forced to start paying clients higher rates may have to raise their advisory fees and cut costs to make up for the revenue losses.

These firms ramped up their ranks through recruiting and M&A deals at notable rates over the past decade — even as the channel experienced record growth.

Alfred Nobel was the inventor of dynamite and founder of the annual prizes.

However, financial advisors have been trying to ease client fears by taking a longer view.

One of the most successful recruiting firms in recent years, LPL again finds happy hunting grounds at its rival giant in the independent brokerage channel.

The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.

Both presidential candidates have floated it, and there are benefits for both workers and employers — though not always how you'd expect.

The Federal Trade Commission says it's weighing a likely appeal of the ruling.

Floating rate deals could spell the end of a golden age for direct lending.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.

The new rule comes after advisors had expressed concerns about personal safety and data privacy.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Workers are less satisfied with their job and looking for other opportunities.

Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.

The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.