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Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and unforeseen headaches.

The expansion of the Qualified Small Business Stock program in the One Big Beautiful Bill Act makes a powerful tax-saving strategy even more enticing.

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar Investment Conference.

Bottles and casks from sought-after brands and years can be worth big money, but fraud and market bubbles can make for a highly volatile market.

Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.

One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.

Under the new law, issuers with more than $50 billion in stablecoins outstanding would be required to submit audited annual financial statements.

Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.

A proposed "model rule" would give state regulators laws they could adopt to bring their marketing regulations for investment advisors in line with the SEC's.

Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.

While many companies have not stated what they might do, last month's tax legislation is helping ease some concerns while they grapple with tariff uncertainty.

The ultrarich lean into risk, time and opportunity to build legacies. It's a replicable formula.

Valuation experts caution that advisors selling their businesses put too much weight on EBITDA multiples and overlook many factors that can reduce the value of a deal.

AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.

Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.

Employees aren't saving enough for retirement or for the costs associated with healthcare and caregiving needs.

In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.