Portfolio

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

Advisors examine their positions with Pimco and debate Bill Gross's influence as October saw a record $27.5 billion in outflows from Total Return Fund.

Income planning can save clients thousands of dollars a year in premium tax credits.

Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income.

Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion.

Tax law changes mean advisors need to consider all the potential outcomes when advising clients on donating required minimum distributions to charity.

Worldwide, the number of people with $30 million or more to invest -- the kind of folks who would hire a family office -- rose 15.6% to 128,300 in 2013. See which firms manage the most assets.

How clients pay more than what they're supposed to pay in taxes every year because they tend to overlook some tax deductions, and how they can effectively manage their taxes by year-end, by making tax-advantaged savings plan contributions and keeping withholding tax close to their actual tax liability.

Washington Wealth Management lured away an advisor managing $100 million in assets and who had been at the wirehouse for three decades.

RCS executive says it “will take some time” to restore normalcy to his embattled firms.