Advisor News

Trump’s pick for Treasury secretary, Scott Bessent, says letting the 2017 tax expire would unleash a $4 trillion tax hike that could crush the U.S. economy.

An IRIC report forecasts the evolution of defined contribution plans in 2025 to improve support of workers’ long-term financial security.

Wednesday’ s report from the Labor Department showed that the consumer price index rose 2.9% in December from a year ago, the highest since July, up from 2.7% in November. The slowdown in core price increases was greeted with relief on Wall Street, with Dow Jones futures pricing surging nearly 700 points on the report's release. Such concerns have sent interest…

The Social Security Fairness Act repeals two provisions that reduce or eliminate Social Security benefits for public sector workers.

The new year presents new opportunities to provide premier client service and to connect with fellow financial professionals across the globe.

New York Life’s 2025 New Year Outlook Wealth Watch survey finds that financial confidence persists for American consumers, despite ongoing financial pressures.

Here are some behaviors that cause people to doubt you.

A group of ex-Verizon employees filed the latest lawsuit challenging the efficacy of insurance companies managing pension funds.

A bitter fight between social media personalities in a fractured business partnership resulted in dueling holiday lawsuits between Gary Brecka and Grant Cardone.

Confidence is the key to cold calling and that confidence comes from being uncomfortable.

Two industry experts share some tips advisors can use to help convert procrastinating prospects into long-term clients.

As the new year approaches, Americans are prioritizing financial health in their resolutions, with debt reduction near the top of the list.

Investors must keep their eyes on three issues as they look ahead to the new year, according to a panel of Morningstar experts.

More Americans intend to focus on financial stability in the coming year than they have in the last decade, according to the 2025 New Year’s Resolutions Study from Allianz Life.

Consumers are more knowledgeable about their saving and investing products than at any other time in the past decade, a recent study found.