The lawsuit claims ShinyHunters, a prominent cybercrime group behind breaches at other wealth firms, exposed personal information after its ransom demands were refused.

New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.

The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.

The proposed national trust charter company would be a wholly owned subsidiary of Morgan Stanley. The application was filed on Feb. 18.

President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.

Impact investing experts admit that the first year under President Trump has brought changes to the rhetoric around ESG. The realities look far more murky, though.

The 6-3 Supreme Court ruling against one of President Donald Trump's signature economic policies was consequential, but experts say volatility is unlikely to be over.

In a blow to the President's economic agenda, the high court said the trade barriers could not stand.

New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.

Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.

At a hearing Tuesday, executives at the Swiss banking giant faced tough questions from both Republicans and Democrats. The lawmakers are unhappy with the bank's recent decision to withhold certain documents from a lawyer who's overseeing research regarding Nazi accounts.

The inquiry into the now-defunct Credit Suisse's former dealigns with Nazis comes as UBS pushes to build its U.S. wealth business working with wealthy clients.

Brokers were worried a new rule intended to lighten their responsibility to monitor advisors' side hustles would ironically mean greater supervision duties with RIAs.

New OBBBA restrictions mean wealthy donors lose deductions on smaller, routine gifts. Here is how to use DAFs and donation grouping to preserve tax benefits.

A new proposal would allow firms to tack three additional months onto the amount of time they can place holds on the accounts of clients 65 and older in cases of suspected financial exploitation.

The regulator considers raising the AUM threshold it uses when considering how newly proposed rules are likely to affect small RIAs.

The tax shield on student loan forgiveness has expired. Here is how advisors can help clients lower their burdens.

Under a new proposal, clients would have to opt in to receiving account statements and other documents in paper form.

Treasury Secretary Scott Bessent outlined how Trump accounts could be opened, managed and used for children's savings and future retirement. Here's what advisors should know.

Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.