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The finance industry constantly strives to confuse investors with new, more sophisticated and increasingly complex ways to manage risk and generate returns.

In its simplest form, income tax basis is the cost to buy an asset, which includes the purchase price plus costs and transfer fees.

Taxes are a growing concern among clients, particular high-net-worth individuals.

An assessment of risk tolerance may help an advisor to gauge an investor’s level of comfort with investment risk: What is the investor’s willingness to accept the possibility of loss in exchange for potential gain?

Growing financial exploitation prompts legislation mandating advisers to report suspected abuse.

From consolidating brokerage accounts to designating a trusted contact, planning is key.

View our Spring 2016 Workshop Schedule here.

View the Asset Class Winners and Losers 1986-2006.

A donor advised fund (DAF) is a philanthropic vehicle that is maintained and operated by a public charity.

Each year around 50,000 people die in New York, some alone and unseen. Yet death even in such forlorn form can cause a surprising amount of activity.