Practice

Janet Robinson is the first woman to join the 8-member board of the independent firm founded by wirehouse managers and affiliated with Raymond James Financial Services.

Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.

The IRS has issued guidance clarifying the impact that a 2014 rollover of an individual retirement arrangement has on the one-per-year limit imposed by the Tax Code on tax-free rollovers between IRAs.

While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.

The topic of retirement income should be non-partisan so Congress could score points with voters and help workers; Plus, if you're near retirement, the recent recovery is working against you.

While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.

Federal prosecutor Loretta Lynch may soon replace Attorney General Eric Holder, leaving bankers wondering whether she will be tougher on institutions than her predecessor.

Worries about a tidal wave of retiring advisors may be overblown, say some wealth management executives.

The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.

The St. Louis-based firm said that Reed, Gates, Strait Wealth Management Group has joined the company with an office in Lexington, Ky.