Practice

Mayor-elect Bill de Blasio’s plan to pump $1 billion of New York’s $144 billion in pension assets into apartments for poor and working-class residents faces constraints including competition from banks and declining federal aid.

Because I specialize in planning for teachers, I follow a number of teachers on Twitter -- and it turns out they share information like crazy. They have multiple chats throughout the week and help each other out with their daily problems.

A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly.

The question triggers a whole array of responses. But after a five-year onslaught of new rules and enforcement, some see a brighter regulatory future for banks.

The Internal Revenue Service is urging individuals and businesses that are making contributions to charity to keep in mind several important tax law provisions that have taken effect in recent years.

A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national.

The Puerto Rico legislature’s move to keep the commonwealth’s teacher pension from running out of cash by freezing benefits and raising worker contributions shows how U.S. municipalities are addressing a $1 trillion retirement- funding deficit by reining in once-ironclad promises.

China plans to raise the retirement age for the first time since the 1950s, as policy makers confront the prospect of a shrinking workforce that damps economic growth.

When a client's loved one needs extra care, financial planners need to be equipped to answer questions and help families find the right resources.

Bill Harris shook up the financial services industry as CEO of both Intuit and PayPal. Now he's got his eye on financial advisors.