The Latest

A variety of clients may find it wiser to hold back.

Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.

Adam Kemper is senior counsel at Greenspoon Marder.

The broker allegedly swiped $1,035 from the bank by using a fee-rebate system to wrongfully move funds into his checking and savings accounts.

Kloss is HR director of the Benefit Advisors Network, a national network of independent employee benefit brokerage and consulting companies.

The hedge fund's legal woes, however, have taken a toll on the company's stock, which has fallen about 71% in the past year.

Equities and currencies are extending two months of gains after a report showed U.S. gross domestic product grew at less than half the pace forecast by analysts.

If costs continue to escalate, Medicare may be forced to pass on the costs to beneficiaries, who are mostly retirees.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.