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The new Schedule 1-A and updated instructions enable taxpayers to claim the new tax breaks for tips, overtime, car loans and senior citizens for tax year 2025.

An increasing number of warning signs point to a potential dot-com-level correction. So, how can advisors adjust client portfolios now?

A Department of Labor rule adopted under the Biden administration had many brokers worried about their ability to work as independent contractors. A new proposal would roll it back.

The financial advisory firm initially sought an industrial loan charter back in 2020. It's the third company to receive the necessary approvals this year, joining General Motors and Ford.

Private equity in 401(k)s may face significant liquidity strains, reducing returns and complicating plan management, according to new Morningstar research.

The proposed national trust charter company would be a wholly owned subsidiary of Morgan Stanley. The application was filed on Feb. 18.

A new report from Cerulli Associates shows older, affluent investors are far more skeptical of AI use than their younger counterparts. Financial advisors who use AI tools in their practices say transparency is key to setting wary clients at ease.

Keep your general knowledge skills sharp while earning an hour of CE credit toward maintaining industry certification by taking Financial Planning's latest continuing education quiz.

RBC Wealth Management-U.S. sees a 12% surge in assets under administration — thanks largely to skyrocketing market gains.

No one is challenging clients as the best source of recommendations for financial advisors. But growth experts say many are missing out on the potential for highly profitable collaborations with outside professionals.

The recruiting deal comes after NewEdge Advisors drew a 24-person team previously managing $1.4 billion for Ameriprise earlier this year.

Wealthy clients and the firms that serve them should cultivate a "zero-trust" mindset to repel hackers and their increasingly sophisticated digital scams.

The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.

Co-founder Shannon Eusey will step into the role of board chair as Matthew Cooper becomes the firm's second CEO.

President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.

After a long price correction in the art market, Bank of America is expanding its advisory services for collectors — and it's not alone.

A few weeks ago, analysts at UBS laid out a worst-case scenario for defaults in the private credit sector. Their outlook just became more grim.

April's tax platform for wealth managers can be used as either a standalone product or embedded into existing workflows.

The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.