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In Focardi v. Commissioner,1 the Tax Court has once again shown a taxpayer the door in the case of a grantor retained annuity trust (GRAT) with a revocable annuity payable to the grantor and the grantor's spouse2 (a two-life annuity). The Tax...

SEC Tackles Wachovia Insider

Sometimes it's better to fight than to settle

Simple ways to calculate true savings and investing records for education, retirement, and life insurance

Clients are turning to whole and universal life insurance policies to lock in benefits

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Finally, some good news for Morgan Stanley’s retail brokerage. The unit reported strong second-quarter gains Wednesday, including an impressive surge in advisor productivity, which hit an all-time record for the firm.

Edward Jones forced to pay back $75 million to clients to pay for revenue sharing