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With a debt restructuring likely, analysts see potential investment opportunities on the island, where clients from firms like UBS have sought to recoup losses on closed-end funds of municipal bonds.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

The Fed chairwoman says the uncertain global economy still poses risks.

There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

With its new $700 million valuation, Betterment takes top ranking among digital advice providers.

Even small firms and solo practitioners can reap the benefits of working with a group.

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

Most people focus on the conventional wisdom that they'll need 70% of pre-retirement income instead of the things they'll need to give up; plus, required minimum distributions and real estate are a tricky combination.

"We decided we wanted to take part in the consolidation of the industry," says Mercer CEO David Barton.