Suzanne Woolley

Workers in the U.S. who are increasingly job-hopping these days risk making one of the biggest financial mistakes out there.

The number of accounts with balances of at least $1 million grew 84% year over year, while the number of seven-figure IRAs jumped more than 64%.

Perceptions on relationships, health, and lifestyle have also changed.

The average employer match was 4.3% of pay, according to a 2019 Vanguard report.

Tiedemann Advisors is expanding outside the U.S. for the first time to better serve the cross-border needs of its high-net-worth clients.

"The more objective you can make things, the better it will be," an expert says.

"There is an effort underway in our industry to redefine value," Tim Hockey, TD Ameritrade's chief executive officer, said about the lower commissions.

The move comes after Vanguard, State Street and BlackRock lowered expense ratios.

The fee is “like a cash-printing machine for plan administrators," said one expert, and there’s very little clients can do about it.

Assets in college savings plans named for an obscure section of the tax code hit a record this summer, totaling $266.2 billion, up 5.1% year-over-year.

The IRS equivalent of a SWAT team gives examinations that are "the audits from hell that your grandfather warned you about," an attorney says.

The funds often benefit from a low-cost halo, but they don't all deserve to bask in that glow.

A class action suit against Fujitsu Technology and Business of America and similar cases alleging fiduciary breaches may signal an oncoming wave of litigation targeting small retirement plans.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.

One recommendation takes aim at the home loan tax deduction — in some cases.

Looking for signs of what kills some advisory relationships.

FINRA's BrokerCheck shows that 7% of advisors were disciplined for misconduct, including putting clients in unsuitable investments and trading on client accounts without permission, a new study says.