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ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.

The megabank rolled out new and expanded employee diversity targets that it aims to meet by 2025. The goals include placing more Hispanics in leadership roles and boosting the number of LGBTQ+ members the company hires from colleges and universities.

Financial Planning's Justin L. Mack recaps a memorable night at the beach sandwiched between rap icons and fintech solutions providers.

One of the most active dealmakers in the industry attracted a high net worth practice that chose it out of an expanding group of potential suitors.

When President Biden unveiled his plan for student debt relief, borrowers had many questions about what they needed to do. Now, a month later, there are some answers.

The review goes beyond the central bank's normal oversight.

Three specialists, including Prof. Meir Statman, a leading scholar, take a deep dive into the field's applicability to financial advisors.

Today's consumers expect a user-friendly experience from almost every app or website. But there's one area where they're not getting it: retirement.

The contracts can shield one spouse from another's debt and spell out what happens when one party earns more than the other.

NASAA proposes new conduct standards for real estate trusts, updating net income and worth limits.

Two asset managers gave financial advisors tips on the complex asset class at the Future Proof conference.

An advisor with strong client relationships can make a move whether markets are up, down or sideways.

Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.

Taxpayers are concerned the extra $80 billion will lead to more tax audits.

A billionaire from post-Soviet Georgia and the giant Swiss bank are duking it out in Singapore over the failure of a trust company owned the financial institution to catch shady transactions.

Old rules of thumb on spending are being tested by the tough economy and soaring rents.

With a prediction of a historically high Social Security COLA, some worry about tax consequences

In a panel at the Future Proof Conference, Renée Baker, Kamila Elliott and Tyrone Ross explained how wealth management can disrupt its legacy of exclusion.

Podcasting, a killer website, great marketing and freedom to focus were among the reasons why the team left.

After investment banking fees fell by 54% last quarter, the nation's largest bank by assets is considering cutting back. "Last year, we had to add a lot of bodies just to execute the huge amount of volume we were executing," Chief Operating Officer Daniel Pinto said Tuesday.