Margarida Correia

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.