Portfolio

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.

A deal with Strategic Wealth Partners, outside Chicago, was Focus's sixth of the year, bringing in $1.4 billion.

SEC Chair Mary Jo White declined to specify her position on the coming fiduciary standard rule or when the regulator may issue it.

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

Materially, reinvested dividends have accounted for slightly more than 40% of the market's annualized total return from 1926 through June this year.

The Fix LA Coalition, an effort spearheaded by labor unions and its allies, wants Los Angeles City Attorney Mike Feuer to file a regulatory complaint against the underwriters involved in 2006 interest rate swaps saying the risks weren't disclosed.