A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.

Life insurance and annuities are versatile and serve many purposes. If not, they wouldn't have endured for centuries. There's ...

Sen. Ron Wyden, D-Ore., has introduced legislation to close loopholes that he says allow wealthy investors to use derivatives ...

The Financial Services Institute has fought the 2024 rule in court. FSI and its coalition partners sued Labor over the 2024 ...

The AI ETFs collectively have roughly $39 billion in assets under management, with the iShares A.I. Innovation and Tech ...

Steve Schwarzman, the chief executive officer of Blackstone, talked about the issuers' investments Thursday during a ...

Sterner, winner of a ThinkAdvisor 2025 Luminaries award for CIO of the Year for RIAs with more than $10 billion in AUM/AUA, is upbeat overall but worries that the longer the Iran war drags on, the ...

Advisors expect 54% of clients will do ongoing comprehensive planning in 2027, up from 48% now, a survey finds.

A federal court has struck down an Internal Revenue Service regulation that automatically classifies many small captive ...

The web posting indicates the breach occurred on Nov. 10, was discovered around Nov. 20, and that LPL expects to notify consumers on April 27. "Between November 20, 2025, and November 25, 2025, we ...