Risk

Americans tend to be overly pessimistic about their own life expectancy — a fact with major implications for retirement planning. But new research shows that certain interventions can help.

A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.

New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.

Errors and omissions policies may not represent the most exciting aspect of launching an advisory firm, but experts say custodians often require firms to purchase this and other insurance.

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.

Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.

The surging popularity of the alternative asset class could curtail its seemingly endless runway.

At least one rule enshrined by President Biden's administration appears safe under President Trump's team. Here's how a 2019 law changed taxpayer disputes.

Midsize firm Arete Wealth is invoking President Trump's executive order on government "weaponization" in urging the new administration to withdraw the case.

The case reflects the extent of industry efforts — and failures to enforce — guidelines such as customer identification programs.

Advisors say it's important to help clients plan ahead of time in order to survive and ultimately rebuild after an emergency.

A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.

Lawsuits before the Supreme Court and in lower federal courts across the country could further reduce enforcement powers at the IRS and the SEC this year.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

Former financial advisors accused the firm of filing false disclosures about a template invoice their onetime employer claimed they sent to clients.