Some of the largest firms and their most stringent critics are wondering what Gary Gensler’s team will do in 2022 with Reg BI.

FINRA Senior Vice President Gerri Walsh talked about the importance of advisors and financial education as she testified before the Senate Special Committee on Aging.

An exceptional year for wealthy Americans, at least in terms of their financial health, just got better.

In the first hearing for the Social Security 2100 Act, Republican members questioned the legislation’s effectiveness and price tag.

Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.

How can ongoing legislation support a more equitable future and retirement — for all Americans?

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

The agency has cleared out much of its mammoth backlog of unprocessed returns, but scores of individuals and small business owners remain in limbo.

The Build Back Better reconciliation bill would raise the SALT cap to $80,000 from $10,000, and that impact varies widely from state to state.