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The fate of hyperrealistic advisor bots depends on many factors — including the validity of a phenomenon dubbed the "uncanny valley" effect.

Retirement advisors' confidence in the economy broke even in July, but a closer look shows rising anxiety.

The Internal Revenue Service has stepped up efforts to combat dubious tax advice promoting schemes involving the Fuel Tax Credit, the Sick and Family Leave Credit, and household employment taxes.

Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

Leaders in wealth management name their top AI tools used every day in the workplace, from scheduling apps to automating content and slideshow presentations.

After half a year on the market, we now know which spot bitcoin ETFs have taken in the most investor cash. Here's how they compare.

A federal judge agrees with plaintiffs that the Federal Trade Commission lacks authority to set rules on unfair competition.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

FINRA's settlement with Merrill gives the wirehouse credit for "extraordinary cooperation" with its investigation.

Morningstar's study suggests that emotional or personal motivations are just as important or even more significant than a need for "functional" professional services.

He owns the home. She pays half the mortgage. Is that fair?

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.

As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.

The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.

Huntington Investment Company is accusing a former advisor of resigning with no advance notice and then using confidential information to drum business from ex-clients.

The DOJ may say pot is less dangerous for people than it's historically claimed, suggesting it may be less dangerous as an investment, too.

The court made it tougher for the administration to defend regulations it issued in recent months to tackle climate change, forgive student debt, crack down on so-called junk fees and write tax regulations.