Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

Experts say it's not just about cold, hard numbers. Knowing client expectations can also make or break any potential deal.

A judge found that the alleged victims of a scam run by a now-disgraced representative of Oppenheimer furnished no evidence of having direct ties to the firm.

With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.

Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of falling into fraudsters' traps.