New government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren't entirely convinced about their utility.

Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.

A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

Older Americans are worried about when to claim Social Security. Financial advisors need to have much different conversations with their younger clients.

In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.

U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their paperwork.

The impact of President Trump's push against diversity, equity and inclusion programs at the SEC remains murky, according to a watchdog report.

By far the most significant factor behind the jump in this month's Financial Advisor Confidence Outlook (FACO) was the outlook for the overall economy.

The immediate dispute centers on two proposed funds from ETF firms REX Financial and Osprey Funds that would allow investors to earn rewards by deploying ether and solana tokens to help validate blockchain transactions, a process known as staking.

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.

The Trump administration is changing many prior policies, but supporters of this proposal are calling for further action to protect the complex tax savings maneuver.

A comprehensive but digestible look at the product of months of negotiations.

Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ended entirely — in their disclosures.

Social Security beneficiaries may welcome the withholding rate reduction, but financial advisors say the back-and-forth policy changes threaten to erode public confidence in the agency.

The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.

The industry conflict of interest takes many common, controversial or outright confusing forms. Here's what financial advisors and investors should know.

In speeches at the CFA Institute LIVE conference, experts pointed to the importance of financial advisors and other industry experts in the present circumstances.