IRS rules that such a modification won't jeopardize GST tax-exempt status.

Making the case for alternative investments in target date funds.

Change the retirement income conversation while there’s still time.

New York’s Department of Taxation and Finance will go to great lengths to keep wealthy residents on their tax lists.

With a little planning and discipline, it’s actually not that hard.

“I don’t want to spend the rest of my life chasing the S&P 500," Cooperman wrote in a letter to clients.

Nearly 30 percent of HNWIs have a high degree of interest in cryptocurrencies, according to the Capgemini report.

The act of philanthropy can take on a spiritual dimension, opening up the opportunity to engage your clients in more meaningful conversations.