The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.
The president's proposed change in step-up in basis would have a major impact on high-net-worth earners' taxes, according to Robert N. Gordon.
Advisers will need to communicate and focus on goals to get through periods of market ups and downs
Survey gives glimpses into the advisory demands of the next generation of clients
Senate leaders are asking the public to add their ideas for overhauling the code to the bipartisan debate.
<i>Breakfast with Benjamin</i>: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid
Ability to hold above key 2,063 level could draw in more buyers.
Bond manager seeks to reassure clients, fortify ranks as Total Return Fund rebounds.
Protection takes precedence for committed couples who won't get hitched.
When interest rates rise, the $3.4 million ceiling proposed could drop, trapping more people in a tax net
Toronto-based lender to pay $5.4 billion for California banker to the stars.
Fund manager is fighting back against request to freeze his assets, says claims are 'unsupported' and regulator is 'overly aggressive.'
An analysis of <i>InvestmentNews'</i> Adviser on the Moves database points to an active year starting from the first quarter
A third of investors in one study weren't given the help they sought, and less than 10% got advice on taxes, estate planning, education planning, debt management or personal budgeting.
Sergio Ermotti, chief executive of UBS Group AG, took time Monday to deny renewed speculation that the firm's Wealth Management Americas group might be for sale.
Akerman apologizes to SEC for whistleblower allegations against the broker-dealer and CEO Frydman.
Former compliance officer alleges fraud at nontraded REIT helmed by Jacob Frydman.
The rare phenomenon of placid markets and a rising economy is fueling investors' confidence. But experts worry people are too bullish on stocks.
Investors continue to see domestic stocks as the best thing going: Legg Mason survey.
After a couple big recruiting losses, Merrill picks up a $1.2 billion team of Morgan Stanley private bank advisers.
