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For a couple of years now, a number of entrepreneurs have been racing to solve the same problem…

Lynne and Tim Martin are breaking all the rules of retirement.

While higher tax rates have increased high-net-worth clients’ interest in charitable remainder trusts (CRTs), increasing the lettering that goes with CRTs also may increase the planning possibilities.

List of 7 Excellent Movies With A Dementia Theme

Advisor and DFA proponent Eric Nelson puts the tactical genius of Jeremy Grantham under the microscope and finds it does no better than a balanced index fund.

Trusts are a valuable tool, but they may not be for everyone. It pays to know the ins and outs before you put your trust in a trust.

Key Financial Data For 2014 – All Tables

Warren Buffett has shown it is possible to consistently outperform the benchmark, but very few active managers have managed to replicate his success.

$4.5M paid in total to settle charges in ‘calculated fraud exploiting terminally ill patients’.

A New York regulator alleges that the insurer limited the returns of legacy variable annuity clients.