A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.

The Financial Services Institute is pressing the Securities and Exchange Commission to adopt formal procedures to prevent what it deems the sometimes capricious enforcement of industry rules.

The higher standard deduction since 2017 has dramatically reduced itemization. But the new law provides incentive for teachers to consider whether that's feasible.

Political instability and other pressures are feeding some clients' portfolio fears, advisors say in this month's Financial Advisor Confidence Outlook.

The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers.

In an ever-expanding and constantly shifting profession marked by messy but important debates, can one of the field's most important organizations keep up with the times?

Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.

The Federal Open Market Committee voted to reduce interest rates by 25 basis points Wednesday, but the emergence of dissents on the committee makes the chance of another quarter-point cut in December less certain.

The SEC hasn't put forward a new rule for advisors' use of AI since dropping a proposal earlier this year. Is the lack of regulation hindering innovation?

The challenge bedevils many heirs' property owners. Here's why experts say it's such a threat and how financial professionals can help guide families through it.

Industry compliance experts say there are few more complicated decisions than knowing when to leave a firm and start your own advisory practice. The government shutdown is making it worse.

Recent headlines may illuminate why this sector is particularly volatile, but advisors say they have been instructing clients that not all health care funds are created equal.

The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.

Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.

In this month's Financial Advisor Confidence Outlook, advisors' feelings about the overall economy and practice performance were up. That optimism could be fleeting.

The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.

Compliance and former SEC lawyers say remaining industry regulators will prioritize preventing imminent investor harm while putting off some paperwork and routine tasks.

A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.

While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities without flexible distribution provisions could take a big hit.

The new tax law won't completely eliminate the complicated tax incentives for food on the job, but experts suggest businesses may change up their menus.