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These trusts are holding their value and merit an allocation.

In an excerpt from his new book, Gregory Curtis discusses why it is all about damage control.

New flavors in a portfolio can help juice returns, but beware of the risks.

One recommendation takes aim at the home loan tax deduction — in some cases.

Analysts and industry insiders are divided as to what impact the wirehouse's revamped plan may have on rival firms and breakaway advisers.

These strategies can help U.S. citizens living abroad cut their payment to the IRS. Plus, estate and gift issues for married couples from different sides of international borders and the downsides to whole life insurance.

Douglas Goddard is an analyst with Independent Security Evaluators and a member of ISACA.

As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.