Economy

Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.

The Financial Industry Regulatory Authority is probing broker-dealer firms involved in taking small foreign companies public, the latest effort by a regulator to crack down on pump-and-dump schemes.

How charitably inclined taxpayers can use donor-advised funds and other tax strategies to get ahead of the OBBBA's revised rules on charitable deductions.

Video game developers are benefiting from research and development tax credits and recent changes in the rules for deducting R&D expenses.

Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.

A Cerulli report puts numbers to the channel's transformation. We have resources for advisors who want to better understand the space.

It's time to revisit the $10,000 cap considering a new $40,000 limitation under the OBBBA.

The Treasury and the IRS issued guidance on qualified OZ investments in rural areas under the One Big Beautiful Bill Act.

Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.

The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.

The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.

Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.

The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker Tilly.

The up-and-coming IBD Arkadios recruits an entire Morgan Stanley team and a significant share of Merrill's headcount in Dothan, Alabama.

The Internal Revenue Service issued answers to frequently asked questions about the soon-to-expire tax credits for solar and wind power and electric vehicles.

The Trump administration tightened long-standing eligibility requirements for clean energy tax credits.

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.

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

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.

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.