Financial planning

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.

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

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 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.

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.

UBS sought damages for breach of employment contract; an ex-UBS advisor countered that he brought in $20 million in net new assets.

New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out.

According to RCS, 51 selling agreements have been reinstated -- but the firm refused to disclose the names of any broker-dealers who have resumed selling its products.

Today we continue ranking the best advisors in the bank channel. Next week: The BIC Top 50