Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders ...

Dubbed Sapphire, the offering provides fee-only advisors with technology, support and resources without an asset minimum.

State taxes also take a bite out of Jeanne's winnings. Ohio taxes lottery income at 3.5%, which means Jeanne will owe around $262,000 to the Buckeye State. Jeanne's total tax burden is nearly $3 ...

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A new CFP Board ad campaign targeting college students and high schoolers missed the mark among members. That might be the point.

Mr. Michael E. Kitces, CFP, MSFS, MTAX, CLU, ChFC, RHU, REBC, CASL, is Head of Planning Strategy at Buckingham Wealth Partners. Mr. Kitces has earned graduate certificates for estate planning and for ...

FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget.

Denver Nuggets head coach Michael Malone sounded off on his team for its lack of conditioning following a preseason game against the Phoenix Suns on Sunday. The Nuggets lost the game 118-114 but ...

Michael Moore wants President Joe Biden to leave the White House a “hero.” According to the renowned filmmaker, the president ought to take advantage of “full immunity” and pass a ...