For almost all of last year — from the inauguration of President Joe Biden in January to the collapse of his signature economic legislation in December — financial advisers and their clients were bracing for tax increases. Some investors got ...

Two House Democrats have a new plan to provide a more generous state and local tax, or SALT, deduction, the latest in a string of such proposals that have largely been stymied along with the rest of President Joe Biden’s ...

Eight straight years of record-breaking consolidation in the wealth management space are seen as just an onramp to more of the same this year, according to the latest research from DeVoe & Co. The new report, which includes findings from ...