Although recent tax law changes have alleviated some of the need family businesses have for liquidity at death, life insurance still has a key role to play in succession planning.

Mitt Romney’s recent call for Donald Trump to release his tax returns and any potential “bombshell” within (the irony of which we won’t get into here) led to an interesting claim from the Republican frontrunner—he can...

MetLife is in discussions to sell its U.S. advisor force to MassMutual Financial Group, the company announced Thursday morning. No timetable has been set for an agreement, MassMutual said in a statement. MetLife has 4,000 advisors, according to...

Follow the money. | Copyright Lintao Zhang, Getty Images Beijing has sneaked past New York City as the home of the most billionaires, according to Shanghai-based magazine Hurun. Based on Jan. 15 stock prices, there are now 100 billionaires...

Gerry Desmond, a retirement plan consultant with Arthur J. Gallagher & Co., says that whenever it seems fees for retirement plan consultants have reached a “new bottom,” they go lower...

Be careful. It’s Tax Relief Week at Morningstar.com, and the fund research group is running a series of in-depth articles on savvy tax-saving strategies for investors—and a good reminder for advisors as well. The lineup recently included Mornings...