Wealth management

Education and patience can beat out market news.

Estate planning has once again entered the realm of uncertainty.

The new hot thing in tax avoidance has a boring old name: insurance dedicated funds.

Is the IRS’s Examination Estate Tax Lien Group watching 30-year-old film classics? Apparently they are.

More and more, individuals want a single source for tax and financial planning services.

The Internal Revenue Service has released a revenue procedure that offers an easier way to get an extension of time to file a return to opt for portability of the deceased spousal unused exclusion amount.

The Financial Accounting Standards Board voted Wednesday to proceed to a final standard on hedge accounting, part of the financial instruments project that FASB had been working on for years with the International Accounting Standards Board before the two boards went their separate ways.

Technical competence isn't the most important thing in establishing a financial planning practice, according to U.S. Wealth Management's John Napolitano.

Even if you're not serving as their financial planner, you'll still want to keep an eye on your clients' future strategies.

Financial planners need to plan in advance for the inevitable turn to the bears.