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One thing she didn't mention: the last time the U.S. taxed capital gains roughly the way she wants to was during the depths of the Great Depression.

Asset management industry critics of the Department of Labor's fiduciary initiative issued a torrent of comments blasting the proposed regulation as costly, unworkable and harmful to low- and middle-income investors.

A New York-based hedge fund manager traveled to Tehran to do scouting work. During a 10-day trip, he liked much of what he saw.

There's no doubt that professional long-term care is expensive and getting more so, but relying on family to provide care can still cost clients a fortune.

There's no doubt that professional long-term care is expensive and getting more so, but relying on family to provide care can still cost clients a fortune.

While raising the tax rate could help address Social Security's funding imbalance, there are other ways to shore up the program; Plus, when $1.5 million isn't enough to retire.

Some clients prefer to buy income-producing properties outright rather than invest in real estate investment trusts.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

Planners should dispel these common misconceptions so that clients can make better-informed decisions.

Advisors and clients may not be as familiar with these other Social Security programs. Here's a brief primer.