Portfolio

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Matrix Wealth Partners, partly owned by Fuld, will complement Matrix Advisors, a consulting firm that Fuld set up after Lehman's 2008 bankruptcy.

Their attorney said he would instead file claims in arbitration.

Growth will be “in line with what we did in the last few years,” says the bank's group CEO.

The expansion-minded RIA reaches $5.5B in AUM and adds its first Western office with its latest deal.

Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.

Competition is forcing fund companies to deliver "outperformance to their clients in new and innovative ways," says ACSI Funds CEO Phil Bak.

Investor sentiment is unabashedly high, with option costs falling and money flowing into stocks at an almost unprecedented rate.

79% of people supported raising the full retirement age to 68 from 67, according to a survey from the University of Maryland, which could reduce benefits even for those who wait until 70 to retire.

One of the new recruits says his group was attracted to the firm's platform and culture.