As investors seek fresh ways to bet on winners while guarding against turbulence, UBS is marketing structured debt products that give short-term exposure to cross-asset moves from currencies to bonds and stocks.

The IRS’s proposed regulations will make clear that it considers a planning technique known as “crack and pack” to be abusive.

Private letter ruling deems rollover made by decedent’s wife to be valid.

These restrictions can pose significant administrative problems for fiduciaries.

How do these rising interest rates impact certain charitable planning techniques?

William Wrigley Jr. II, who helped orchestrate the sale of his family’s business to Mars Inc. in 2008, led a $65 million investment round for Surterra Wellness, a medical cannabis startup in Georgia.

Photographer Bert Stern’s copyright protection for famed photos of Marilyn Monroe was upheld against family challenges.

In the best of circumstances, probate is time-consuming and expensive. In the worst, it is downright excruciating.

“We love student housing. We’re very big in student housing across the country,” says Jeff Holzmann, managing director of iintoo Investments Ltd., a New York City-based network for real estate investing.

Serving overlooked millionaire clients—many of whom are successful business owners—poses a host of interesting challenges for financial advisors.