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The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.

Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.

The IRS is forming a centralized oversight strategy for digital assets, but implementing it has been frustrated by delays in the regulatory approval process.

As Angie Herbers looks back on two decades at the consulting firm she founded, she shares how she grew it from nothing and what peers in the industry can learn.

From a kid shopping for advisor brains to a Destiny's Child song parody, here's a selection of the year's finest financial humor.

A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.

The pending acquisition furthers the firm's plans to be a dominant giant, but it also poses tests of its recruiting, capital structure and ongoing reorganization.

Because advisors can't easily see, manage or bill on what sits outside a client's portfolio, it often goes ignored.

From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.

They're only 11% of the population, but older baby boomers have accumulated over $14 trillion in additional net worth since the end of 2019.

Financial firms should prioritize these tech-driven trends immediately. Here's how they'll play out in the short, medium and long term.

The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth.

The T3 producer knows a thing or two about putting together a quality wealth management conference. Here's what stood out to him about Future Proof 2023.

Three financial giants have published reports on what they expect in 2024 — and they're surprisingly optimistic. Here's what they see coming.

Gen X workers have the biggest gap between their savings and what they think they need to save for retirement than any other generation in the workforce.

Gregory Estes was convicted by a jury in the state court of San Angelo, Texas, following "an intense eight-day trial," according to a local news report.

New requirement calls on firms to report hacks within four days of deciding that the attacks are of material interest to shareholders.

Electronic messaging, Reg BI, crypto and fraud all appeared at the top of regulators' agenda this past year.

Potatoes, framed family photos and broken coffee mugs are among the worst gifts these employees have received for the holidays.

High net worth Americans are unprepared, research suggests, as risks from issues such as climate disaster and personal liability are growing.