Portfolio

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.

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.