The current limits for a deduction tied to state and local duties and the debate on the extension of the TCJA provides a lens to examine gender-based disparities.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

The division director of the northeast for Raymond James Financial Services shares how the group works with some of the biggest names in the industry.

Is your firm promoting diversified advisors? Can your clients relate to you despite cultural differences? Those questions and more were addressed by leaders of top wealth firms and regulatory agencies during FINRA's Diversity Leadership Summit this week.

As Trump makes inroads with Black voters, Harris has narrowed her focus on the historic racial wealth gap.

One of the leading changemakers in the profession is seeking to raise $1,000 per mile for nonprofits focused on increasing access to wealth management.

The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.

In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.