Wealth management

Schwab reported $742 million in donations to charities for 2013, a 36% increase compared to 2012 and its largest percentage jump in more than five years.

Clients often worry about the IOUs in the trust fund, which, while literally true, is unnecessarily alarmist. In the investment world, we call them bonds and they're not so scary.

Two ventures offer online platforms aimed at connecting individual bond buyers and sellers.

An estate plan reflects the present state of clients' lives, with an overlay of applicable laws. Here's how to tell when a plan needs an update.

The IRS recently drafted Obamacare regulations that offer some insight into what will be the associated monetary penalties for individuals who do not take up health care coverage.

There are several measures of success in this industry, but gathering assets is always a major consideration. Here we show the top 25 bank advisors by assets under management.

U.S. stocks sank the most since June, capping the worst week for benchmark indexes since 2012, as a selloff in developing-nation currencies spurred concern global markets will become more volatile.

Fears of defaults and worries about the fallout from the Fed's tapering program are overblown, says Vanguard's tax-exempt bond boss.

"You have to go where the money is," says Evercore Wealth Management chief executive Jeff Maurer, as the firm pursues UHNW clients with $5 million to $200 million in investable assets.

When yields on long-term government securities are below nominal growth rates for a prolonged period, trouble may be brewing, according to Citigroup analysts.

You've probably heard it's best to wait until age 70 to file for Social Security benefits, if possible. But do you know when it's advisable to wait even longer?

Raymond James Financial reported strong profits for the first quarter, with growth led by the company’s asset management and private client group divisions.

America's wealthiest investors plan to increase their use of independent financial planners in 2014, according to a new study from Spectrem Group.

The Money Tree Total Planning Suite has been totally rewritten for the cloud. But does it have the flair some planners are looking for?

Social Security has major long-term issues to solve, but until then it's still a critical source of retirement income for clients.

Fidelity Investments said Ronald P. O'Hanley, the firm's head of asset management since 2010, will leave at the end of February, without giving a reason.

Writing an investment policy statement can increase client satisfaction, investment returns and facilitate an advisor's fiduciary duty.

Dynasty Financial Partners has hired Ronald Sallet as senior vice president of network development, making good on its promise to boost business development in 2014.

Mohamed El-Erian resigned as head of bond-fund manager Pimco and will be replaced by Douglas Hodge.

Beirne Wealth Consulting, one of the nation's fastest growing fee-only RIA firms, has picked up a team of financial advisors from Morgan Stanley.