Portfolio

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Morgan Stanley is asking employees to give up their right to sue the firm in class actions for civil rights violations including discrimination based on race, gender or age, according to a former employee's lawsuit.

Many retirees fail to boost savings after their last child leaves the house, and instead go on a spending spree that can last for years; Plus, how to make volatility work for you.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

Following the most recent hacking incident in the financial industry, technology experts weigh in on what this means for wealth managers.

But watch out for the pitfalls of this common end-of-year-practice.

Clients should consider spreading out transfers over their lifetime to lower tax liabilities.

Low-cost competition will force fee-based advisors to restructure how they are compensated, said Brian Leitner, senior vice president of practice management at Mariner Wealth Advisors.

Debate over the role of robo advice turns on whether DIY millennials are a market worth chasing.