Practice

If a storm similar to Hurricane Sandy makes landfall, how many homeowners would default on their mortgage?

The firm snapped up four Merrill Lynch advisors overseeing a total of $3.1 billion in assets.

The agency's chief administrative law judge has dismissed a commission order instituting cease and desist proceedings against two UBS executives in Puerto Rico for allegedly misleading mutual fund investors.

Pimco's Bill Gross said that wealthy Americans, having reaped the benefits of favorable tax treatment, should be willing to pay a greater share to bolster the prospects of the working class.

There’s a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.

Higher taxes on long-term capital gains may revive interest in like-kind exchanges of investment property.

The former central region president will now oversee the Private Client Reserve and its 1,300 financial professionals nationwide

The processes used by the IRS to verify taxpayers’ income and withholding status are inadvertently resulting in the issuance of potentially fraudulent tax refunds, according to a new report.

Net inflows from wealthy clients in emerging markets slowed in the third quarter according to the world’s largest private bank for the rich.

Banks have aimed their efforts too broadly at the mass-affluent, a diffuse and broad swath of customers. Instead, they should pursue the “rising mass affluent,” a segment with the most potential for accumulating wealth, according to Booz & Company.