Wealth Planning

'Families shouldn't have to sell major portions of their businesses or farms after the death of a parent just to afford the 40% estate tax.'

Rodriguez, along with former Walmart executive Marc Lore, is also launching a venture capital fund and buying the NBA's Minnesota Timberwolves and WNBA’s Minnesota Lynx.

Usually financial speculation and trading is done by professionals, and so by the time the trade idea has filtered out into the world so much that even the shoeshine boy is talking about it, that’s probably a sign of the top. For cryptos it's the...

Recent legislation provides for significant changes.

Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend.

Merrill Lynch advisors will have exclusive access to the designation for a year before the College for Financial Planning opens up the course to others.

With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients.