A state-level move to tax the extremely wealthy on unrealized gains would open a Pandora's Box of legal and logistical issues, according to the Tax Foundation and the Illinois Policy Institute.
Women from Baby Boomers to Gen Z are making changes they seek financial stability, according to new survey research.
Wealth managers weigh in on whether to tinker with the cash allocations in client portfolios after the Fed's rate cut.
Auditability, plan sponsor policies, and state-level regulatory guidance could also create compliance risks for advisors looking to manage held-away client assets.
Wealth managers have been watching the S&P climb and climb, but how big a deal is it for both them and their clients?
Wealth managers are beefing up their defenses against cyber-attacks, as the threats increase with AI. Here is what they are saying.
Report warns that credit damage leaves abuse survivors locked out of financial stability.
A new study shows that women who attend advisor meetings feel more confident about managing their own finances in case of divorce.
Marla Sofer, whose leadership experience includes roles at BlackRock and JPMorgan, explains how gamification and AI can help elevate client engagement and understanding for advisors.
Technology poses some of the biggest risks for advisory firms, new report reveals.
Wealth managers celebrated a better-than-expected inflation report Friday, but are worried about flying blind in the future.
Affluent women investors agree financial giving is essential, but they're focusing more on addressing urgent causes and priorities close to home.
Most inherited wealth over the next decade is going to a new wealth manager and that's got next-gen advisors ready to show their skills.
Advisors with clients directly affected by the shutdown are fielding more client calls, while those unimpacted by it have yet to see significant concern.
CEOs prioritize AI and cybersecurity to build trust and long-term stability
Late sitters for the August final exam, which lets candidates select from three "specialized pathways," continued to show lower chances of success.
The longer the Washington shutdown extends, the higher the anxiety rises of financial advisors waiting to go independent.
Research highlights the importance of financial "dealmakers" in evaluating potential partners, and why compatible money attitudes could be key for couples navigating finances.
At the Women Advisors Summit in New York City, Stephanie Ackler addressed the tug of war between growth and burnout.
After serving as interim chief, the longtime FPA leader is officially stepping up amid a period of change for the association and the broader advisory profession.
