Margarida Correia

Firms designated as “taping firms” due to the high number of brokers they hired from disciplined firms may soon have their status as taping firms disclosed in BrokerCheck.

The senior executives joined their former chief at Cresset Capital Management’s newly formed multifamily office.

The rep accepted two loans while employed at Robert W. Baird and later neglected to disclose them to Citigroup Global Markets, FINRA claimed.

Divorce is expected to be different for couples who are in their advance years than when they were younger.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.

The new executive will lead the development of the private bank’s philanthropy and family governance services.

Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.

Retirees may have gotten out of the workforce too early if they are not yet eligible to claim health coverage through Medicare.