Ann Marsh

It's decision time for Ric Edelman and his new merger partners, including Financial Engines, to pick a name for their new $200 billion RIA.

Two of the league's top lifetime earners, Tim Duncan, and now Kevin Garnett, say Banks collectively stole more than $100 million.

The IBD’s advisors did not understand investments they sold to clients, the SEC says.

The founder of Edelman Financial Services says his critiques of automated advice have been proven right, and that the merger with Financial Engines sets his firm to reach new industry heights.

Use these best practices to maximize savings for clients' kids — from birth to college graduation.

Joel N. Burstein allegedly helped his father-in-law defraud foreign investors hoping to immigrate to the U.S.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

State Treasurer John Chiang says that Wells Fargo is keeping patterns of abuse hidden from view by resolving customer disputes through private arbitration.

As some investors flee emerging markets, others see deals. Here’s what advisors should know.

Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.