The Latest

Loretta L. Worters is vice president of media relations at the Insurance Information Institute. She works with the National Coalition Against Domestic Violence on the importance of financial planning that helps survivors prepare for a better life. She has also served on the Allstate Foundation board along with the National Network to End Domestic Violence Fund and currently serves on the IICF Northeast Division board.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.

A new report by the investor advocate bar finds most brokers seeking purges of past customer complaints go unchallenged by securities watchdogs and aggrieved clients.

Beneficiaries and retirement account owners born in 1951 in particular may be in luck.

CEO Dan Arnold said on the firm's last earnings call that the tools were "receiving positive early feedback and demand in the marketplace."

The late actor's estate fell short in a five-year quest involving the distribution of a hedge fund position when his financial advisor left UBS for Merrill Lynch.

A handful of insurance companies are remaining in the adjacent field or boosting their holdings, even as many of their rivals sell off most of their advisory businesses.

Christopher Zellman, CPA. is a principal in the CFO Advisory Services Department of Prager Metis CPAs. He has more than 30 years of experience in the accounting profession.

Thomas Brenner joins his accomplices Perry 'King Perry' Santillo and Christopher Parris in receiving prison sentences for defrauding investors.