It's not just advisors moving from one firm to another that make wealth management an ever-changing industry. Appointments to executive positions and the opening of new offices also contribute to ...

One of the most important aspects of adding new clients to a financial planner's practice comes in the form of discussions that have little to do with investment "alpha" or fancy strategies.

Thanks to historically reliable returns, financial advisors often recommend clients include allocations to funds with large-cap stocks. Large-cap funds are generally defined as investing in ...

The Internal Revenue Service has released its new marginal tax rates for next year. For 2025, tax adjustments will generally apply to income tax returns to be filed starting in the 2026 tax season.

This may or may not come as a shock, but there are people on the internet who claim to be experts yet have no idea what they are talking about. A recent report from crypto trading and analysis ...

A registered investment advisory firm is facing a jury verdict ordering it to pay former financial advisors and a portfolio manager a combined $29.3 million for defamation and interference.

Financial advisors and tax professionals whose clients are repairing or renovating their home or another real estate property can help them unlock some savings in the process. The many available ...

Large brokerages with 500 or more registered representatives will be paying an additional $415,000 annually to FINRA under a proposed fee increase plan. The Financial Industry Regulatory Authority ...

Last week saw two monumental shifts that will have lasting effects on the markets for quite some time. One was something of a shock, at least at how decisive it was, and the other was widely expected.

In the rapidly evolving landscape of wealth management, artificial intelligence (AI) has emerged as a transformative force. It is reshaping the industry, changing the ways advisors navigate ...

After one of the most topsy-turvy presidential campaigns of all time, Republican nominee Donald Trump is the president-elect. The Associated Press called the race for Trump as the presumptive 47th ...

A prospective client speaking with advisor Bill Rabbitt recently posed the foundational query that more customers are asking these days. Bill Rabbitt is the owner of West Hartford, Connecticut ...