The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.

UBS' Americas advisor headcount and new asset inflows declined in the second quarter as changes to the firm's compensation policies continued to drive a recruiting bonanza for its competitors.

Pig butchering scams use texts and fake crypto investments to steal billions. Financial advisors can help clients spot and stop these scams.

Artificial intelligence-powered notetakers have exploded in use among financial advisors looking to maintain a technology edge.

A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.

Raymond James reported increased advisor recruiting as market turmoil has benefited the independent broker-dealer.

For the first time, artificial intelligence use is far and away the most common concern for compliance officers in the wealth management industry.

A new survey from Retirable and eHealth found that a significant majority of Americans who do not yet qualify for Medicare are concerned about the program's future availability.

Most athletes run into money problems after their playing days are over, but experienced advisors say that with careful planning, this specialized client base can build financial success for the ...

The impact of President Trump's push against diversity, equity and inclusion programs at the SEC remains murky, according to a watchdog report.

Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of falling into fraudsters' traps.