Financial Planning

An options-trading strategy is gaining steam among financial advisors seeking out a cheaper, more flexible form of borrowing with tax...

Applying for a personal loan can feel confusing or stressful at first. Many people are unsure where to begin or...

California's proposed wealth tax may command the spotlight, but a broader push by states to adopt so-called "millionaire taxes" could...

Even as UBS' CEO acknowledges that recent compensation changes have been unpopular with some advisors, the firm lost two members...

While much of the music industry has struggled, vinyl record sales have surged, with 43.6 million EPs and LPs shipped...

Last year's record-breaking surge in donor-advised funds has inspired a lively debate about the usefulness — and limits — of...

With plans brewing to swell its advisor ranks by hundreds, PNC Bank is rolling out a new offering for clients...

The planning profession's largest certification correlates with good grades from clients, both in terms of important wealth management outcomes and...

In his work as a financial planner, Lawrence Pon said he often feels like an unlicensed marriage counselor or couples...

After nearly a century of trying, Washington state Democrats could finally pass an income tax — a move that would...