Practice

The Municipal Securities Rulemaking Board released a proposal Thursday aimed at increasing protection for retail investors who trade municipal bonds online.

The independent brokerage arm of Wells Fargo & Company, now has nearly 550 practices across the country.

In an uncertain market, many wealthy clients are fearful of giving away liquid assets to reduce the size of their estates. An alternative is to give a home to the next generation using a lease-back strategy.

Genworth Financial Trust Company announced a new program to help independent financial advisors find the trust companies best suited to working with them.

A key government witness against three former UBS AG municipal-bond executives in a bid-rigging trial called one of the defendants an "idiot" and was asked today whether he disliked him so much that he put photos of tortured cats on his desk.

On August 9, 2012, What is up with ASPire?

Seventy-five percent of variable annuity buyers, 86% of indexed annuity buyers and 86% of traditional fixed annuity buyers reported being satisfied with their annuities.

Insights gained at humble jobs long ago have helped these planners shape their messages to clients.

On August 8, 2012, Mary Schapiro, chairman of the Securities and Exchange Commission, is looking to turn $2.6 trillion money-market mutual-fund industry on its head.

Financial Planning and the Foundation for Financial Planning recognize life-changing volunteerism with the 2nd annual Pro Bono Planners of the Year Awards.