Insurance

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

High net worth Americans are unprepared, research suggests, as risks from issues such as climate disaster and personal liability are growing.

One side hurled accusations of "scare tactics." The other complained of "regulatory overkill." On Day 1, the debate over a new retirement regulation got off to a dramatic start.

More working Americans have a health savings account, but many are not using them to their fullest potential.