The takeaway from this year’s Forbes Philanthropy Summit is that philanthropy is in the process of being re-formulated by a new generation of capitalists.

LPL Financial's chief executive talks about the challenges created by the proposed fiduciary rulemaking

Businesses played a vital role in Friday’s 5-4 Supreme Court decision to legalize same-sex marriage nationwide, with 379 corporations and employer organizations submitting an amicus brief in support of striking down state bans...

Advisors say legalizing same-sex marriage resolves outstanding state issues and brings peace-of-mind to clients

This decision is just the beginning

Bill would reduce tax exemption level

Click to Enlarge When it comes to investing, many people think regionally, according to research compiled by Openfolio. Investors on the West Coast are 20 percent more likely to own technology stocks like Apple and Facebook, while those in...

Independent registered investment advisors are optimistic about the state of the industry after a six-year bull market, according to new research from Charles Schwab Advisor Services, and firms named the adoption and integration of new technology...

• Recent taxpayer victories regarding the state law taxing of trust income—Two recent cases have come out in favor of the taxpayer regarding the constitutionality and fairness of states taxing trust income when a trust may not have...