At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.

The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.

Initial employment data shows virtually no job growth in October. With the Federal Reserve's focus on the labor market, the reading could seal the deal for a November rate cut.

Its backers should file a lawsuit based on the "very flimsy" exemption for prohibited transactions enabling annuity sales under current rules, an expert says.

According to Financial Planning's research, most registered Republicans polled seem to have aligned their personal and business interests, while registered Democrats were nearly evenly split.

Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.

A survey conducted by Financial Planning found that while 54% of advisors prefer Donald Trump to sit in the White House in 2025, 61% say Kamala Harris is the frontrunner.

Financial Planning polled 213 respondents as a part of its Fall 2024 Election Survey and asked which election outcome would be best for the country overall. And while there were some deviations, the overall picture remained roughly the same between various races.

The Federal Open Market Committee is expected to cut interest rates at its September meeting, which will also provide a new Summary of Economic Projections. Marvin Loh, senior macro strategist at State Street Global Markets, examine the meeting, the SEP and Fed Chair Powell's press conference.

The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.

Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.

FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.

The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate.

With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.

ESG has become more material to over two-thirds of asset owners' investment processes in the previous five years, Morningstar says.

Criticism of ESG investing has cut across the political spectrum, with accusations ranging from "woke capitalism" on one end, to "greenwashing" on the other.

The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.

A costly provision of the Tax Cuts and Jobs Act of 2017 is in limbo as policy wonks call for either big changes or outright elimination of the policy.

After cutting rates 50 basis points in September, the Federal Open Market Committee meets after Election Day to determine monetary policy. Gary Pzegeo, head of fixed income at CIBC Private Wealth U.S., provides his take on the latest move.

While the Auto IRA Act of 2024 is "long overdue" for some, others feel it represents the "nanny state."