FINANCIAL PLANNING/WEALTH MANAGEMENT

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After Student Loan Payments Restart, 1.4 Million Americans Risk Defaulting On Debt

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Analysts have been debating the impact on household finances and the economy as Americans resume student loan payments.

Investors Fail To Discuss Estate Planning With Parents, Study Finds

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Fewer than one-third of U.S. adults in a Northwestern Mutual survey say they have spoken with parents about estate planning.

Recruiting The Best And Brightest Talent From HBCUs: What Financial Services Firms Need To Know

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Recently I had the pleasure of attending the Spelhouse Homecoming, an annual event that brings together students, families and alumni from Spelman and Morehouse Colleges...

How To Ensure Trusts Hold Up To IRS Scrutiny

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The IRS crackdown on wealthy taxpayers includes a renewed focus on trusts, advisors say.

The Hypocrisy At The Core Of America's Elite Universities

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The top schools like to talk about being inclusive, but their reputations depend on being selective.

Emigrant Partners Adds Three To Leadership In Expansion Bid

by FA Staff

Industry veterans Jason Ehrlich, Mark Bruno and Sam Grewal will focus on driving a new wave of growth for Emigrant.

Donor-Advised Funds And Tax-Smart Charitable Giving Under Current Laws

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A donor-advised fund can help retirement plan beneficiaries with the tax bite.

Why AI Won't Replace Human Financial Advisors

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History has repeatedly proven that people want to interact with a human professional to manage their finances

S&P: The Taxman Cometh For Active Investors

by FA Staff

An S&P Dow Jones report shows in stark terms how taxes hurt active funds' performance.

The Tech Gold Rush Is Over. Where's The Next One?

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Ambitious young people in search of their fortune are looking for a new industry.

Gen Z's Cash Cushion Is Shrinking After The Summer Of Splurge

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Young adults are facing higher financial stress with the return of student loan payments and higher prices.

Muni Market's 5-Year Streak Of November Gains Is On The Line

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The November winning streak will be tested this year if the economy defies expectations and strengthens.

Financial Trade Groups Balk At Biden's 'Junk Fees' Language

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Two groups say the new DOL fiduciary proposal will rob small investors of retirement services.

Three Myths About The Bond Market

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The era of declining interest rates may have come to an end, and many investors don't seem to realize it.

Displaying Mid-Cap Mojo

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The Virtus KAR Mid-Cap Core Fund has navigated this space with top-notch results.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs, which often include the need to help family members.

Inflation Lifts Tax Ceilings

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Different times call for different year-end tax moves.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors often have to bring up this sensitive topic with clients.

IRS Promises A Sharper Look At Pass-Through Entities

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The renewed focus comes as the agency increases scrutiny of high-income individuals.

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