Margarida Correia

The advisor convinced the couple to transfer their retirement savings, but they claim the money never made it to their accounts. Their attorneys say there are other victims.

Retirees should delegate the management of their finances to their children before they reach advance years and their health starts to decline.

Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.

Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.

Straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.

Clients should determine the benefits they would receive if they file at age 62, at full retirement age, and after their full retirement age.

More than 25 million workers resigned and left at least one retirement account with their former employer between 2004 and 2013, according to the U.S. Government Accountability Office.

The firm incorrectly coded her payout at the institutional rate, a mistake that impeded her ability to move up the pay grid and attain bonuses, she alleges.

The bank’s financial advisors and licensed bankers will continue to offer insurance services through the many insurance carriers Regions works with.

Tulsa Federal Credit Union’s sole advisor, who joined from Merrill Lynch, is already months ahead of schedule.

The advisor fooled her victims into thinking she would invest their funds when in fact she used the money to buy luxury items and real estate, prosecutors claim.

Instead of amassing $1 million in savings, clients should consider asking themselves if they are prepared financially for several decades of retirement.

The sale will allow Cadaret to provide advisors with future growth opportunities, the 75-year-old co-founder of the IBD said.

Many retirees kept their financial assets for at least 20 years after retiring, according to a study by the Employee Benefit Research Institute.

A Roth IRA is an excellent savings vehicle for older people as it is for younger clients.

The bank’s wealth management businesses posted $217 million in first-quarter profits, up from $156 million in the same quarter a year ago.

The executive will lead PNC’s wealth business beginning in June.

Clients have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.

Clients who think they have lost their retirement assets are advised to seek help from the Labor Department or nonprofit pension counseling centers funded by the Department of Health and Human Services.

In addition to winning a $25,000 award, ex-J.P. Morgan rep Mihail Naumovski was able to expunge erroneous information on his Form U5 that he violated investment-related regulations.