The Latest

For investors who were hoping for a turnaround quarter, better luck next time.

Advisors should pay attention to compliance issues and evolving expectations from clients.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.

The restructuring comes as a competitor enters wealth management data aggregation.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Being a homeowner may not be the most cost efficient move in some areas.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

The research firm’s headcount and related job forecast are based on a highly elastic idea.