These tips can help clients who are providing financial assistance to their kids.

A new U.S. rule protecting retirement funds from commission-paid brokers could be good for roboadvisers, a fast-growing sector that manages money with algorithms who may collect new clients fired by other firms because their accounts are too small...

Tax Court upholds reduction in estate tax charitable deduction

“It’s the Shazam of the art world”

These changes will have a meaningful impact for those who, until now, have found it easy to use offshore financial vehicles to reduce their tax payments.

No. 1. Charles Schwab received the highest score among 20 full-service investment firms rated by J.D. Power and Associates. The firm scored an 837 (out of 1,000), followed by Edward Jones and Fidelity Investments at 822 and UBS Financial S...

The offshore planning community was shocked when the hacking of a Panamanian law firm and the subsequent release of documents resulted in widespread allegations of tax evasion, money laundering, and fraud...

After taking a few days to digest the 1,000-page Department of Labor fiduciary rule, the Securities Industry and Financial Markets Association (SIFMA)—perhaps the biggest opponent of the rule—admitted that the DOL did address some of...

Spring is a great time to review the market and determine which wines in your cellar are ideal to sell and which should be acquired