The demand for answers comes six months after a new Texas law bans state agencies from investing in finance firms that have “boycotted energy companies.”

The first rate hike since 2018 was expected, but its effects are still to be seen.

The bank’s Moscow office has approximately 125 employees working across wealth management and the investment bank.

SEC, FINRA and legislators are set to plant significant flags on the quickly evolving asset class’ landscape.

The president is set to sign an executive order Wednesday directing federal financial regulators to address risks associated with digital assets and explore the establishment of a digital currency.

Moscow's invasion of Ukraine is severely denting the fortunes of oligarchs at home and abroad.

The narrative that you can bootstrap your way to wealth is seriously flawed.

Here's what wealthy investors and their advisors need to know.

Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.

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It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.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

How advisors handle tax advice for their clients can depend on how large their firm is.