Mark Heising runs Medley Partners for foundations and charities controlled by the Simons family as well as family members.

Tax reform is on the tip of everyone’s tongue, but not at the top of this list, according to a recent survey.

Will this well-intentioned provision end up being exploited?

Millennials’ comfort with technology may actually make them more vulnerable to scammers.

Financially struggling pro athletes are getting advice from A-Rod, pre-retirees and retirees are taking too much risk in their portfolios and the case for disability insurance.

Bryan Loew breaks down the nuances of the loans, who the borrowers are, what they are using the money for, and the risks to both clients and lenders.

Preserving generational wealth depends on managing critical internal family dynamics.

Blockchain could bring trust to anemic online art market

BlackRock’s new ETFs are powered by machines and collectors prefer art over wine.

A steady decline in charitable donations, coupled with the new tax laws, should give Congress pause.