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The Internal Revenue Service is urging individuals and businesses that are making contributions to charity to keep in mind several important tax law provisions that have taken effect in recent years.

A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national.

The Puerto Rico legislature’s move to keep the commonwealth’s teacher pension from running out of cash by freezing benefits and raising worker contributions shows how U.S. municipalities are addressing a $1 trillion retirement- funding deficit by reining in once-ironclad promises.

China plans to raise the retirement age for the first time since the 1950s, as policy makers confront the prospect of a shrinking workforce that damps economic growth.

Outflows, weak supply, rising interest rates, and mediocre returns are forecast for the municipal market as it prepares to ring in 2014 — in other words: more of the same.

Moore Capital Management LP, the hedge-fund firm run by billionaire Louis Moore Bacon, offered positions to money managers at SAC Capital Advisors LP, according to a person with knowledge of the matter.

Fidelity Investments, the world’s second-biggest mutual-fund company, said Ramona Persaud on Jan. 1 will take over management of two dividend growth funds that collectively manage almost $10 billion.

Municipal debt tied to real-estate development is set to be the best-performing part of the $3.7 trillion state and local-bond market this year as an improving housing market boosts the securities’ earnings.

When a client's loved one needs extra care, financial planners need to be equipped to answer questions and help families find the right resources.

Bill Harris shook up the financial services industry as CEO of both Intuit and PayPal. Now he's got his eye on financial advisors.