Portfolio

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.

Goss Wealth Management hopes to become a super-OSJ, expanding eastward from Louisiana along the Gulf Coast and into the Florida Panhandle.

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

How much money could the U.S. government potentially save by providing additional financial planning to service members?

Which banks are advisors moving to? Eleven recently switched to BNY Mellon, U.S. Bank and Wilmington Trust.