Portfolio

Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.

A health savings account can be used to cover medical bills and can also be a great savings vehicle for retirement.

The California city has been replaced by Los Angeles.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

The firm is expanding its Tucson office with the addition of the Langer Wealth Management Group.

After announcing it would exit the Broker Protocol, Morgan Stanley lost advisors managing approximately $7 billion in client assets.

Though the wirehouse has reduced recruiting efforts, it continues to attract big producers.

The bank criticized the jury for "accepting to the penny" the family's legal team's invitation to award the $8 billion without doing any independent analysis.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

The longer the trend continues, the more likely its effects could spread to bank earnings and the economy.