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Kelly King, BB&T's chairman and chief executive, expressed frustration with the interest rate environment. It's "challenging to get expenses down today."

The income tax on conversions may not be worth the potential appreciation they will get over a period of time; plus, low-cost holiday gift ideas and ways in which to make your money last in retirement.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

The largest U.S. ETF that tracks mainland Chinese stocks has jumped to a record premium to its underlying assets as unprecedented demand forces fund manager Deutsche Bank AG to all but stop taking in new money.

CPA/advisory firm BKD Wealth Management adds Wolf Financial Management, after a deal between the two parent companies.

The SEC charged the firm with violating federal securities laws by providing unregistered cross-border brokerage and investment advisory services to U.S. clients.

The industry needs to do more to reflect the diversity of its client base, said the industry's top executives in our special report, the State of Wealth Management.

"If you think you have no special needs clients, you probably are not asking the right questions,” says Mike Walther.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.

A family contribution system can help strengthen philanthropy as a core family value.

Clients who attend charity dinners or concerts need to take precautions on their tax returns.

A new study finds that donor-advised funds are outnumbering all other charitable donation vehicles combined.

There are a surprising variety of ways for clients to support charities, even if they don't have extra cash to give.

The end of the year is the perfect time to think about what you accomplished and what you want to accomplish in the next twelve months. This checklist will help ensure you've thought through the major considerations to plan your distribution strategy for 2015.

The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study.

Growing income inequality is said to be a major reason most consumers plan to spend the same or less than last year on holiday shopping, and it could hurt bank and credit union revenues in the fourth quarter and present them other long-term challenges.

With new bank chartering at a standstill, the FDIC has issued new guidance on de novo capital requirements and other issues in part to "demystify the application process."

Advisors thinking of resigning need to avoid the pitfalls--here's a primer on how to consciously uncouple from your employer.

The IRS is considering regulations to limit assets in IRAs; plus, six ways to make a penalty-free 401(k) withdrawal and new rules that allow 401(k) rollovers into company pension plans.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.