Private foundations, which are funded by an individual, family or corporation, reported an average 15 percent gain in 2017.

In some cases, maybe you should be.

Proactive, in-depth estate planning presents a far greater potential value for families of wealth than investing.

Advisors will now have the ability to initiate and execute paperless retirement account rollovers for their clients.

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.

Avoid these triggers and plan-related problems.

Dammit Jim, I'm a financial advisor, not a doctor!