Last week, the House Ways and Means Committee approved a significant portion of President Donald Trump’s tax plan, which includes continuing the tax cuts set out in the Tax Cuts and Jobs Act of 2017.

Now is the ideal moment for advisors to help their clients manage their IRAs and save the most in taxes over their lifetime, said Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning ...

Eighty-one percent of those in Generation Z and 82% of millennials said their financial planning needs improvement. In addition, 28% of Generation Z and 26% of millennials have received professional ...

Their commitment to personal and professional development gives women advisors an advantage in what remains a male-dominated field. Looking at the Certified Financial Planner designation alone, women ...