Financial planning

IRS data provides all the information needed to figure out the answer.

This $1.5 trillion dilemma doesn’t discriminate.

In the U.S., investors pulled $174 billion out of active equity funds last year as stock pickers struggled to outperform their benchmarks.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

The firm says it was draw to the state’s "booming" economic growth.

Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.

Planners appear to be breaking away from the AUM fee structure.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

The bank is the world’s top stock underwriter.

Helping clients understand casualty loss rules following an unexpected tragedy.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

The firm is embracing a playbook beloved by hedge funds: a slew of options trades.

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

A major Times Square development has secured more than $780 million in new equity, including about $400 million from UBS’s ultrahigh-net-worth and family office clients.

These areas have slower home price appreciation and more favorable mortgage rate and wage conditions.

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

Andy Sieg, head of Merrill Lynch Wealth Management, will join the management team of the company, reporting directly to CEO Brian Moynihan.

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.