Although advisers have long avoided discussing certain subjects with clients, David Bahnsen of Bahnsen Group advocates being open with clients about such topics.

Less than half of US high school students currently receive instruction in personal finance.

The FTX breakdown is convenient for plan fiduciaries who were struggling with the prudence of permitting crypto within an employer-sponsored retirement plan.

Bank sales propelled fixed-rate deferred and fixed-indexed annuity sales to hit record levels for the second consecutive quarter.

A survey by Janus Henderson shows 60% of investors expect the S&P 500 Index to be higher in a year, although 86% are worried about rising prices.

The end of the year is crucial for tax purposes, and strategies include tax-loss harvesting, charitable gifting and rebalancing client portfolios.

Donor-advised funds' grants to charities around the world were up 60% this year compared to pre-pandemic 2019 and have increased 400% over the past decade, according to the report. 

Ireland combines a highly educated population with economic opportunity, which has resulted in the country being ranked as one of the best places to live in the world.

A new study shows 3 in 10 adults made changes to their investment portfolio in the past six months due to market volatility, with 37% of those investors increasing their cash allocations.

66% of millennials would be more likely to contribute to their workplace retirement plan for the first time or increase their contribution if they knew their investments were doing social good.