Taking the leap into smart beta. OppenheimerFunds announced that it's diving into the world of smart beta with its new Factor Weighted ETFs. Securities are weighted on the basis of top line revenue, which OppenheimerFunds said more closely...

Taxpayers will have to file their reports by April 15, with a 6-month extension available

Nearly a decade after Leona Helmsley’s death, her estate is still in the news, this time for the outlandish fees sought by its executors...

Pick door No. 3. Private wealth management firms were in high demand in 2015, dominating the financial transaction landscape among asset management firms with a record 59 deals, according to a new report by Sandler O’Neill. The firm attrib...

Four ways to stay vigilant this season

Apply these to your practice

For the past several years, estate planners have been in a bit of a tizzy. Starting with the gradual increase in the estate and gift tax exemption amounts during the second Bush administration and continuing in more recent years when...