Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.

There’s a common trend in efforts to address income inequality.

A look at Pennsylvania's 4-part McKinney test.

Why your practice may benefit from having a CDFA on your team.

Philanthropists must think like venture capitalists and make investments they see as risks worth taking to try and make it work.

Consider clients’ charitable goals.

Value of inheritances may be diminished.

Advisors must be able to offer practical support to high-net-worth business owners who confront a volatile environment just as they are about to make a deal.

Chris Moynes has a simple mantra for his NHL player clients: “Don’t go broke.’’

Sale of family business was a sham transaction, says federal appeals court.