Practice

Esther Stearns is working with financial software maker Guide Financial in its quest to "carry the NestWise torch."

Merrill Lynch Wealth Management is putting the spotlight on advisor training with its appointment of Racquel Oden as head of new advisor development.

ETFs are still gaining market share, but of course they aren't all having a stellar year so far. Here are the five best- and worst-performing ETFs so far this year based on data from Morningstar.

As four officials begin terms as volunteer chairmen of CFP Board councils, a former panel chairman highlights the challenges they may face.

The Federal Deposit Insurance Corp.'s fourth-quarter report on industry health showed continued challenges to growth, but the second straight increase in net interest margins is a promising sign for the future.

Chances are remote that Congress will pass a big bank tax into law this year, but House Republicans' sudden embrace of the idea suggests it has staying power.

Fewer retirees are expected to receive spousal or survivor benefits from Social Security and private employer-sponsored pension plans in the future, increasing their economic vulnerability, according to a new government report.

A small division of the firm previously engaged in illicit activities to shield U.S. funds from tax authorities, officials at Switzerland's second biggest bank acknowledged. But they insisted that internal reforms to curb those abuses have since been implemented.

Banks and credit unions need to up the ante if they want to lure advisors from other firms.

A survey of 500 mass affluent investors by an industry association finds -- conveniently -- high awareness and use of nontraded REITs.