Stay informed on critical tax implications for Social Security, annuities, and investment products with expert updates for financial advisors and wealth managers.

Financial advisors can enhance client service by anticipating tax questions on Social Security, annuities, and investments, supported by weekly Tax Facts updates on evolving regulations.

Explore how the One Big Beautiful Bill Act (OBBBA) impacts ultra-high-net-worth estate and tax planning, private business sales, and valuation strategies for compliance and wealth preservation.

Explore how state estate taxes impact U.S. families and how life insurance strategies can help preserve wealth and manage tax liabilities efficiently.

Key adviser team moves: Wells Fargo's Harpland Financial joins Ameriprise with $160M in assets; Cetera Financial gains former LPL advisers and Chicago-based Callero Capital, expanding its intermediary network.

Understand critical financial and legal planning steps advisers should take after clients marry, including marital agreements, estate updates, and life insurance strategies.

FIDx's Insurance Exchange platform exceeds $3 billion in annuity transactions, showcasing rapid growth and growing advisor demand for integrated annuity solutions in wealth management platforms.

The Ninth Circuit ruled fractional interests in life insurance policies are securities, raising compliance requirements for wealth managers and advisors in the U.S.

Explore how high-net worth and mass affluent individuals use annuities for tax deferral, asset protection, income guarantees, and wealth transfer strategies in retirement planning.

Guardian Life Insurance partners with Janus Henderson to manage a $45 billion fixed income portfolio and co-develop multi-asset wealth management solutions, enhancing investment strategies and product offerings.