Advisors can guide clients on taxes, financing, buying versus leasing and how to boost their negotiating power.

Morgan Stanley is accusing a recently departed advisor of placing a loyal ex-employee's retirement earnings at risk by ...

Erin Reddick, founder of ChatBlackGPT, said advisors can use AI to make their firms more inclusive and diversify and grow ...

Despite increased optimism about their retirement accounts, many savers reported feeling nervous about outliving their ...

The U.S. Government Accountability Office conducted a nearly four-year study. Here are the key findings from its exhaustive report.

The nearing November elections will be determinative for tax outcomes, say observers. That's not just due to the presidential election, according to Rochelle Hodes, Washington National Tax Office ...

Tech-savvy firms have found it useful for tasks including marketing, note-taking, summaries, transcriptions, follow-ups and ...

Michelle Borkowski is senior marketing director at F2 Strategy, where she leads her team in developing and executing comprehensive marketing strategies across varied client portfolios.

Shortly before its annual Vision conference, the Association of African American Financial Advisors dropped the "interim" ...

A lawyer suing Wells and other firms argues the recent rate changes do nothing to repair harm already suffered by his clients ...

Despite a slight decline in recent years, divorce rates still hover around 40% in the U.S., with over 670,000 divorces or ...

Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group say advisors need to stop depending on SOC 2 reports to ...