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While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

Federal Reserve Bank of Minneapolis President Narayana Kocherlakota, who dissented from this week’s decision on monetary policy, said the central bank’s new guidance about its policy intentions risks holding back economic growth by fostering uncertainty.

A measured dose of private placements can boost returns for HNW clients willing to hold some illiquid assets.

High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

The value of municipal bonds plunged Thursday as the prospect of rising interest rates triggered a selloff, with short-term bonds taking the hardest hit.

Big Blue is trying to combine the products of several security-tech companies it has bought in recent years into a fraud detection system that compliance-minded banks want to buy. The challenges facing the vendor and its clients overlap considerably.

Bankers should view complaints on sites like Facebook and Twitter as an opportunity to publicly score points with customers.

The ability of advisors to recruit and manage millennials will likely play an important role in the industry's sustainability.

Wells Fargo recruited three Morgan Stanley advisors with nearly $500 million in assets under management, and promoted two veteran employees to its executive team. Regional firm Janney Montgomery Scott lured away a Merrill Lynch advisor with $1 million in production. And Raymond James continues to poach talent from the wirehouses.

Like the Postal Service, small banks must radically change their business model, expect more consolidations and mergers, focus on critical services and avoid relying on the U.S. government for help - it could make things worse.

To help clients, make sure you understand the answers to a few of the most common Medicare questions -- and can suggest resources for more information.

Reaching the ultra-high-net worth audience requires a more personalized approach than traditional marketing techniques.

The Washington, D.C., area firm hopes its six-member board will help it better understand and serve female clients.

Reaching the ultra-high-net worth audience requires a more personalized approach than traditional marketing techniques.

Investors can still get performance from the region if they know where to look, say the managers of Matthews Asian Growth & Income.

The dollar gained versus all its major counterparts after Federal Reserve policy makers indicated they’ll probably raise interest rates by the middle of next year with the U.S. economy showing signs of strengthening

Raymond James is recruiting the industry's top talent at the expense of the wirehouses.

Citi Private Bank has quietly overhauled its app for customers with at least $25 million in net worth in recent weeks.

Advisors are facing 'the most aggressive regulatory environment I have ever seen,' a securities lawyer tells RIAs at a Fidelity conference this week.