Portfolio

Retirees should take classes reserved only for seniors and consider taking online courses if going to school is difficult; Plus, what if clients just can't afford to fully retire?

Bennett and her firm claimed to be managing more than $2 billion in assets when the real number was no more than one-fifth of that amount, the SEC alleges.

The market tumult, initially sparked by concerns over an economic slowdown in China, showed a downside, as ETFs can be vulnerable to price swings during periods of market stress, partly because some are less liquid than stocks.

OppenheimerFunds agreed to acquire VTL Associates as part of a push into ETFs that weigh metrics beyond market capitalization when buying stocks.

The independent Fidelity division can never be the same without its founder, but could still grow into a juggernaut, some planners say.

A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.

Some university FinTech enthusiasts are former employees of traditional financial services firms who seek to disrupt their former employers' wealth management, lending, payments and other businesses.

Developed first for consumers, Abby Schneiderman's Everplans offers an app for advisors seeking digital estate planning capabilities.

A former J.P. Morgan Private Bank team managing $5 billion in combined client assets has joined UBS. But the firm wasn’t the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

The percentage of homeowners ages 75 and older with mortgage debt increased to 21% from 8% in the past four years; Plus, clients are eligible for a health savings account if their policy has a deductible at least $1,300 for individual insurance or $2,600 for family coverage.