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A new analysis of 110 years of state-level tax policies shows a migration of wealthy Americans to low-tax jurisdictions.

The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.

More than 60% of wealth managers know AI as ChatGPT, but hallucinations with big language applications have blocked them from using AI in finance predictions, a survey shows.

Authors add that the asset class can still be a welcome source of diversification for investors who can stomach the risk.

Senate Republicans don't want to hand President Joe Biden an election-year victory on the legislation, which includes both child and business tax breaks, lawmakers and aides have said. 

The "magic number" Americans think they'll need for a comfortable retirement went way up this year — but their actual savings went down.

Having hit most of the big Wall Street firms with hefty fines for misusing WhatsApp and similar services, regulators are now turning their attention to independent advisors.

The giant insurer fired three financial advisors based on false claims about their specialty insurance consulting business, according to their attorney.

A new, free leaderboard created and continuously updated by the Kensho team at S&P Global gives people in the financial industry a sense of which generative AI models work best for specific use cases.

Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.

A magistrate judge finds the clients' family failed to put forward 'legally sound' claims that JPMorgan breached any duties by putting an elderly couple into risky securities tied to oil and gas.

With tax authorities scrutinizing partnerships, CPAs and tax pros need to think more strategically about filing for extensions.

Ameritrade, Schwab topple Vanguard, T. Rowe Price in J.D. Power's 2024 investor satisfaction survey; rankings had a shake-up as DIY investors demand more personalized service.

Skills professionals need to succeed in today's technology-focused environment.

The lawyers representing the claimants in a recent FINRA arbitration case say they have scores of clients still seeking to secure pay they contend they're owed after departing for another firm.

Donald Trump's company's recent IPO, stock surge and decline are prime examples of what to watch for. Here are the three red flags that signal something is too good to be true.

Products with much higher yields than sweep, checking or savings accounts are available, but research suggests some advisors are missing the opportunity.

Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.

A study from the St. Louis Fed shows unequal playing field in the U.S., where never-married Black women own 8 cents for every $1 held by unmarried white men.

Companies using artificial intelligence have a long way to go before people will fully trust them to help with their taxes, according to a recent poll.