Two experts offer different opinions

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Family limited partnership circumvents IRC Section 2036 attack

A management shakeup by CEO Bob McCann at the Americas brokerage unit of Swiss bank UBS AG will see two of his top executives assume more direct responsibility over its financial advisors, according to people familiar with the changes.

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What’s in a name? These ETFs share one thing in common: snazzy sounding names that don’t reflect what the funds actually invest in.

Cabot Lodge Securities, a newly formed office of supervisory jurisdiction of Allied Beacon Partners, plans to open three new offices on the East Coast over the next couple months. Stephen Rooney, vice president of national sales, training and...

The decision to put the b/d on the block took many by surprise. So will Woodbury’s reps stick around to find out who the new owner will be?

Looking for the sweet spot? You will likely find it among a group McKinsey & Company is calling the Core Millionaires, the 4.2 million households in the U.S. with between $1 million and $10 million in assets.