Kevin Ghassomian, the Venable partner and estate planner, says there are many planning opportunities tied to the legislation.

The ETF has returned 34.8% this year (as of 11:45 a.m. Thursday in New York), handily beating the S&P 500’s 27%. The fund’s ...

“It’s a well-established principle in Washington state that a tax on the mere ownership of property is a property tax,” the ...

Forty-four percent of millennials ranked financial stability as their top priority in 2025, compared with 37% of Gen Xers and ...

The firm is establishing a fund to settle allegations that it underpaid certain salaried advisors and trainees.

The stock index will likely deliver returns in the flat to 10% range, and "and a dip can’t be ruled out," he wrote in his ...

The RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.

The American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.

To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.

Prudential Financial has closed on a deal passing immediate responsibility for about $11 billion in guaranteed universal life ...

Earnings will have to carry the day in 2025 and probably will, but the market is in “later innings,” he writes. “And although ...

The details: The CDC Wonder system, which draws on somewhat different figures than the new mortality report and analyzes the ...