Portfolio

The 99-year-old U.S. estate tax would disappear under a bill approved Wednesday by the House Ways and Means Committee.

A reality TV episode on a bakery's succession plan hits uncomfortably close to home for a wealth management pro.

An arbitration panel confirmed that a former advisor will pay back a promissory note to Morgan Stanley - almost 10 years after leaving the firm.

Knowing the cost of a retirement community is key to making a smart decision, with independent living communities costing $2,520 per year; Plus, the price tag of a bipartisan bill averting Medicare doc fee cuts.

Consider a client's long-term investment goals before tax-loss harvesting; Plus, how clients plan to invest their tax returns, and ways to finance a son's or daughter's college bills through investments and tax breaks.

The amount of money socked away in retirement accounts jumped up 6% with U.S. retirement assets totaling nearly $25 trillion at the end of December 2014.

BlackRock endorsed stress tests of mutual funds and reiterated its view that individual asset managers don’t pose a risk to the financial system.

Federal agencies are working on a uniform fiduciary standard, but one NYC official believes states can lead the charge.

The $6 billion RIA seeks exponential growth by trading one private equity investor, Lovell Minnick, for another, Genstar Capital

Howard Marks said the impact on liquidity of ETFs, liquid alternatives and new rules designed to stop banks from trading with their own money has yet to be tested.