Last week, the House Ways and Means Committee approved a significant portion of President Donald Trump’s tax plan, which includes continuing the tax cuts set out in the Tax Cuts and Jobs Act of 2017.

Now is the ideal moment for advisors to help their clients manage their IRAs and save the most in taxes over their lifetime, said Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning ...

Eighty-one percent of those in Generation Z and 82% of millennials said their financial planning needs improvement. In addition, 28% of Generation Z and 26% of millennials have received professional ...

Their commitment to personal and professional development gives women advisors an advantage in what remains a male-dominated field. Looking at the Certified Financial Planner designation alone, women ...

The wise minds at Moody’s Investors Service finally acknowledged last week what the other two main credit rating agencies did ...

When expectations for public market returns are uncertain, private infrastructure has the potential to be an attractive ...

The Mather Group, a Chicago-based registered investment advisor with offices across the country, has acquired Pillar Wealth Management Inc., a Walnut Creek, Calif.-based wealth management firm with ...

The current market turmoil is hurting the United States and other developed countries, but it might be a good time for investors to look at emerging markets, according to James E. Craige of Stone ...

Kenneth John Malm of Suffern, N.Y., agreed to a seven-month suspension and a $10,000 fine, without admitting to or denying the findings by Finra, according to his letter of acceptance, waiver and ...

After a marathon overnight session by the House Rules Committee, House Republicans appear close to finalizing a deal that would raise the federal cap on state and local tax (SALT) deductions from ...

If artificial intelligence is really as transformational as many investors believe, investors should move away from U.S. growth stocks and into value stocks and foreign shares, said Joe Davis, chief ...

Duration If the client wants to choose how long they want protection, the period can be customized, too—when they choose an ETF or series of funds with matching outcome periods. The fund’s outcome ...