The Trump administration’s proposed budget would decimate public sector support for basic scientific research. Advisors can help mission-driven clients fund a worthy cause and pick up the slack.

Shareholders are increasingly turning to Guaranteed Term Life Insurance as a key component in their wealth transfer planning.

Most risk questionnaires focus almost entirely on a client’s self-identified risk appetite, while completely neglecting his risk capacity.

The risk of too much exposure to the future fortune of a client's company comes from more than just owning common stock.

A new report develops a framework for providing guidance to funders

In its 2017 Guide to Retirement, J.P. Morgan Asset Management says return expectations are down almost a percentage point, meaning investors will have to save a lot more to meet the same retirement goals.