Portfolio

Contributing appreciated holdings to charity can be a tax-efficient strategy.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

Management fees can eat away most of a fund's yields says Vanguard's founder; Plus, what you need to know about Medicaid and long-term care and how two men who saved the same amount for retirement wound up $234K apart

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands.

Profits are up at the wirehouses, but how do the firms compare to each other at the end of the third quarter?

Competitors are 'welcome to call' clients, says new CEO Douglas Wolford, who replaced David Zier after the latter's suicide -- but none have left, he says.

How many frustrated family members are going to take aging clients' assets away from your management because you don't know how to protect a vulnerable client?

LPL spent $32 million on fines and restitution for the nine months ending Sept. 30 -- about twice the amount the firm spent on such expenses in the prior two years combined.