Portfolio

Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.

A bitter dispute between a father and two of his children underscores how vital it is to review estate plans annually.

After the economic crisis, VA issuers go back to the basics, designing new products intended to avoid volatility and basis risk.

Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.

Crisis may be the new normal for investors, but it's also the stark reality of the communications landscape.

The two Republican members of the Securities and Exchange Commission said they are not opposed to further reform of the money fund industry, but that changes advocated by Chairman Mary Schapiro "were not supported by the requisite data and analysis.''

Can it possibly be? Technology stocks are paying the most dividends?

As investing in alternatives such as real estate, private equity funds, hedge fund strategies and commodities grow in popularity, the way these are being used by institutions and investment advisors is changing.

Who would've thunk it?

The ASTON/River Road Independent Value Fund is reopening to new investors starting Sept. 4.