Whatever our views on abortion, gun rights or the limits of the First Amendment, we're all getting older. Lawmakers and advisors alike need to remain committed to solving problems, especially on ...

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

The new administration is likely to pull back on Biden-era measures affecting health insurers, drug prices and public-health ...

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

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

The “animal spirits” being set loose by the economic policies of President-elect Donald Trump will send the S&P 500 to 10,000 by the end of the decade, according to veteran strategist Ed Yardeni. His ...

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

AARP looked at areas with a population of between 25,000 and 99,999 individuals, including some near the water.

Our annual compilation shares the stories of veterans now working in wealth management, told in their own words.

ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of ...

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

Term life policies were more popular with U.S. consumers applying for individual life insurance in October and universal life ...