Margarida Correia

A health savings account can be used to cover medical bills and can also be a great savings vehicle for retirement.

The rep neglected to tell Wells Fargo that a 97-year-old client had named him as beneficiary and co-executor of her estate.

The new database is a good first step in helping to address gaps in the oversight of advisors, but more needs to be done, say industry observers.

The regulator was looking into customer complaints and arbitration claims that rep engaged in unsuitable trading.

California Credit Union and North Island Federal Credit Union consolidated their investment programs in anticipation of their merger in March.

The senior's investments were overly concentrated with as much as 95% of her portfolio invested at times in oil and gas master limited partnerships.

Clients should learn to reduce their housing, transportation and food costs, cut unnecessary expenses, and develop the habit of packing their lunch to work.

The exec will lead the private banking business across 10 markets.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

Ben Ollendick will focus on new business development and lead a team of advisors serving clients with a net worth of more than $75 million.