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Rising stock markets have encouraged individual investors to add to their holdings.

The fees affected hundreds of thousands of customers and the total cost could climb to more than $180 million, according to a report in The Wall Street Journal.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

Ken Tsai is global vice president, head of cloud platform and data management at SAP.

Kishore Durg is senior managing director, Growth and Strategy and Global Testing Services Lead at Accenture.

Terminating an advisor/client relationship isn’t solely at the discretion of the client.

Acorns co-founder Jeffrey Cruttenden says clients would vote, if they realized they had the rights.

Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.

Staci Porter, MSN, RN, is senior clinical strategist at Zynx Health. In this role, she supports the planning, development, and maintenance of clinical decision support across the care continuum. Prior to joining Zynx Health, Porter’s clinical background was in labor and delivery, postpartum, lactation, and the Level II Nursery.

The proposal would lay out formal steps for setting up less-complicated funds.