Clients torn between leaving money to heirs or buying an immediate annuity? Here’s how to help them decide.

Increasingly, global-minded philanthropists want to support causes overseas, triggering unique legal and tax challenges. Philanthropic experts Betsy Brill and Michael Donovan discuss how to guide charitable clients looking abroad.

Our industry soothsayers find plenty of reason to be optimistic about the future of the beleaguered supervisor, even as power is shifting to the producers.

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President Obama has chosen his chief of staff Jack Lew to succeed Tim Geithner as the new Secretary of the Treasury, and many are already speculating that Lew will be good for Wall Street. Like Robert Rubin, the Treasury secretary under Cl...

IRS lets taxpayer’s GST exemption allocation error slide

Congress averts fiscal cliff