For estate tax purposes, Internal Revenue Code Section 2036(a) includes in a decedent's gross estate the value of certain property transferred during life.1 IRC Section 2036 generally applies when a taxpayer retains rights to the property...

During the past 10 years, worldwide capital markets have undergone structural transformations that have fundamentally changed the manner in which exchanges, brokers, dealers and investors conduct transactions in publicly traded securities. New...

The RIA route offers plenty of rewards for those who want independence.

Your goals in the last quarter have to be about more than production targets.

Just another day in the life of FINRA's arbitration forum.

When selecting hedge funds for your clients, don’t look for home runs, said Mark Willoughby, principle and wealth manager of Modera Wealth Management, during an fi360 webinar this week. Hedge funds and other alternative strategies can provide a...

Kristi Kuechler, the former president of the Institute for Private Investors and a high-profile figure in the ultra-high-net-worth world, has been named a partner and managing director at Lattice Strategies, a San Francisco-based investment...