Saturday's Powerball jackpot — headed toward $1 billion as of press time — is now the sixth largest in the lottery's history. No winner has been declared in the past three months, and with the odds at ...

The Internal Revenue Service has provided guidance on how to deal with the restoration of full expensing of research and ...

At Financial Planning's recent AI Virtual Summit, Sameer Munshi of EY Consulting discussed how advisors could use the ...

The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging ...

Also this month in our disciplinary digest, a frequent CNBC analyst is sentenced to five years in prison for defrauding ...

The total effective tax rate for the 400 wealthiest Americans was lower than the general population, according to a new study ...

Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to ...

Also this week in Advisor Moves, Fifth Third reels in a big team from BNY Mellon, and MAI Capital Management doubles its AUM with a big acquisition deal.

The up-and-coming IBD Arkadios recruits an entire Morgan Stanley team and a significant share of Merrill's headcount in ...

The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker ...

AI-powered wealthtech tools can backfire unless they're easy to use, jibe with advisor workflows and produce results, argues ...

RBC executives say the firm's recent string of recruiting wins comes with temporary costs but also the promise of boosting ...