One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.

Planning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.

Some 18 million military veterans live in the United States, and they often face challenges when reentering civilian life, ...

The U.S. Trade Representative will also be key for Trump's populist agenda. Two former USTR officials from the Trump era are ...

It caused an "elephant stampede" sale of these funds when it opened institutional products to more retirement plans.

Among the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.

Genworth Financial expects to get needed approvals to resume selling new long-term care insurance in 25 to 35 states in 2025, ...

Jacques Chappuis will take the helm of the Prudential Financial asset management unit on May 1, 2025, replacing David Hunt.

Federal Reserve Chair Jerome Powell said removal or demotion of any Fed board leader is "not permitted under the law." ...

The broker-dealer, earlier known as SagePoint, was fined $250,000 for issues with this matter and another account.

The Aris Investing tools will help Callan's partners make personalized, tax-aware trading decisions for wealthy client ...

The portfolios are managed by Brinker Capital and are being made available via both Orion Portfolio Solutions and on ...