The sweeping One Big Beautiful Bill Act, which President Donald Trump signed into law on July 4, gives estate planners a number of new tools and opportunities, said Robert Keebler, a CPA at Keebler & ...

Forward earnings per share (EPS) estimates typically decline over the course of each earnings season as companies adjust ...

No good deed goes unpunished: The Financial Industry Regulatory Authority has issued its first-ever penalty against a broker-dealer for failing to supervise an approved off-channel communication ...

The instability in leadership has coincided with a 25% reduction in the agency's staff.

According to Social Security Trustees, a 25.8% cut in 2034 benefits would be necessary. Johnson calculates a 25.8% reduction could cut lifetime Social Security income for beneficiaries at an average ...

Vanilla Scenarios Advanced Planning is an all-in-one financial planning tool that models, compares, and presents estate planning strategies instantaneously for advisors.

The IRS is on its seventh commissioner of the year, has lost one-quarter of its staff and is faced with implementing a raft of new regulations. Whether and how this turmoil could affect Americans ...

Shon J. Eckert and Megan McCoy will be awarded the Financial Planning Association’s 2025 Montgomery-Warschauer Award, the association’s top research award, for their work on behavioral finance, the ...

Although sounding plausible enough—a smaller balance sheet would lead to lower short-term rates—it’s mostly a fairy tale.

Assets under management, which are held in Fidelity’s own investment funds and managed accounts, reached $6.4 trillion at the end of June, up from $5.9 trillion at the end of March and $5.5 trillion a ...

The Cboe Volatility Index, which measures the expected 30-day volatility for the S&P 500—and dubbed Wall Street’s fear gauge—just fell to its lowest since December. A similar index for global ...

Advisors who focus strategically on reinvesting in their business tend to accelerate growth and create something truly worth owning.