Donald Trump

The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.

Staying current with where the regulation stands can be hard. Here's what advisors need to know now.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

As prospects for the best interest contract exemption fade, the Labor Department is pursuing a "streamlined" exemption for conflict-free mutual fund shares.

David Bahnsen told the president that that Milken’s prosecution was a result of “a period of class envy run amok.”

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

The department is asking the Office of Management and Budget to postpone the compliance date for 18 months for the best interest contract exemption and other aspects of the rule.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

Energy was likely a “headwind,” analysts wrote.

The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.

The once dubbed masters of the universe have barely made money this year and once again, their returns pale next to those of cheaper index funds.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Central bank rate policies are artificially driving up asset prices while creating little growth in the real economy, the Janus bond fund manager suggests.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

From health care expenses to taxes, how planners can help clients strategize.