Portfolio

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.

As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.

As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.

Mark Spangler, who used NAPFA affiliation to attract clients before losing most of their assets, was taken immediately into custody at his sentencing.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Bonds from Puerto Rico's record $3.5 billion general-obligation sale accounted for one-third of the trading volume of the entire $3.7 trillion municipal market on the day of their issue.

Emerging-market stocks headed for the steepest weekly drop since June while currencies weakened amid growing concerns that China's economic slowdown and Russia's standoff with the West will spur capital outflows.

Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., cut holdings of Treasuries and U.S. government debt in February as turmoil in Ukraine fueled haven demand and investors bet the Federal Reserve will conclude bond purchases this year.

IMCA and CAIA are teaming up to fill in a knowledge gap about alternative investments, offering a new online education program that teaches the basics to the uninitiated.