Wealth Planning

Jones advisors are happy—very happy. What’s with those guys anyway?

Independents, RIAs and regionals are still standing—and they’re betting they will benefit from the crisis.

A lot of charitable-giving organizations may be struggling financially. If you play it right, you could win some new clients.

How to help clients calculate and maximize the amount of financial aid they can get when Junior goes off to get his degree.

Regulators typically offer a “settlement premium” that is meant to represent a discount on sanctions they would seek at a hearing or trial. Is it worth it?

Wow! During 2008 we witnessed $4 a gallon gasoline, a mortgage industry meltdown, the Dow Jones Industrial Average fall from approximately 13,000 to 8,000, and the election of a new president; an African American, no less. And amidst all of these...

In the past, fund reopenings have often signaled a market bottom.

Goldman Sachs is predicting a powerful earnings turnaround in 2010.

Some of the best fund managers say stocks are now a bargain.