Margarida Correia

Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.

L&N Federal Credit Union was looking for a boutique-style firm following Invest's acquisition by LPL.

Texas securities watchdog derided the advisor for not considering the costs associated with an equity trading strategy he employed for certain clients.

The two declined to cooperate with investigations into allegations that they engaged in undisclosed outside business ventures.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

Retirees should consider that state laws may differ on who may be legally recognized as a beneficiary's spouse and thus whether their partner would be entitled to spousal benefits.

Morgan Stanley and one of its advisors were ordered to return the entrepreneur's investment in two private placement funds totaling $536,000 and pay him $37,500 in compensatory damages.

While the funds are ideal for certain people, they don't address important retirement considerations, such as the cost of funding a comfortable living and a person’s savings rate.

With many private and public pensions in the red, clients are advised to look for options that will improve their prospects, such as Roth IRAs.

The convicted fraudster allegedly stole more than $270,000 from his victims, including his mother and ex-girlfriend.

IRA investors can draw funds from their accounts tax-free if the money will be used to fund college tuition and other related costs.

The advisor transferred funds from his sibling's Wells Fargo accounts and deposited them into a jointly owned account that he used to pay off credit card debts and fund home improvements, FINRA claimed.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

Fourth-quarter profits ticked up a modest 1% year-over-year to $659 million even as number of advisors dropped 2%.

Seniors looking to launch a business should consider collecting their retirement benefits early.

Thirteen executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, SunTrust, Wells Fargo and U.S. Bank. Find out who they are and what their new roles entail.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

Retirees will have to change the way they file taxes under the new tax law, including making two years' worth of charitable donations every other year to exceed the standard deduction and itemize.

The Short Hills, New Jersey-based bank will look to Cetera to accelerate the program's growth.

Clients who prefer a simple retirement investing strategy should consider a dividend stock index fund.