Wealth management

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.

Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.

Generative AI won't replace advisors. But when fully integrated, it can erase tech fragmentation and turn insights into action.

Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.

As one advisor leaves Commonwealth Financial Network to join Osaic and others depart to start RIAs, industry experts say the departures are in line with expectations.

High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct indexing, but financial advisors say it isn't right for everyone.

Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.

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.

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

A rare handbag can be worth far more than retail to the right buyer, but some advisors caution against viewing them as a store of value.

An annual snapshot report tracks the record expansion and changing nature of the growing industry channel fueled by financial advisors and their clients.

Need a general summary that doesn't require much detail? AI may save time. But if you want content that is nuanced and compliant, these experts say you may want to just do it yourself.

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.

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

As Raymond James, Wells Fargo and RBC reported big recruiting deals this week, FINRA said it was going to pay back to its members a large chunk of the fees they paid last year.

Looking forward to not answering client phone calls? Here's how to make it happen.

With a geographically spread-out workforce, Nate Byers of Calculated Wealth recognized the need to invest in defensive measures to keep client data safe.

Once client data enters a tech provider's software, does your firm still own it? It's not a given.

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.