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

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

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

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 ...

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

"It's long past time to make the tax filing process more efficient and less expensive for the American people," Foster said. "There's no reason why we can't make it easier for taxpayers to access the ...

A laddering strategy inside an annuity cycle can create consistent income for the client. The strategy can also provide participation rates or cap rates that fit the current interest rate environment.

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

Apollon's Eric Sterner talks to ThinkAdvisor about the Iran war, private credit and which sectors he likes now.

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

What You Need To Know Large language models are adept at predicting the next most likely word, not the correct answer to a math problem. Advisors who use this technology should always double check the ...