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Almost half of the $75 billion buyout loans arranged in the U.S. last year and tracked by Bloomberg in the secondary market are trading below their issue price.

Only 42% of advisors have discussed long-term care with more than half of their clients. The reason for their reluctance may be due to clients' focus on saving money for retirement.

A multi-year plan coincided with third-quarter results that missed analyst estimates, partly because of a bigger-than- expected drop in managing clients' money, the business the company wants to expand.

The deal would allow Credit Suisse's U.S. advisors and clients to move to Wells Fargo Advisors by early 2016, according to a joint statement Tuesday from the firms.

The new recruits have gone over to the independent side of Wells Fargo, opening practices s in two states.

Jim Weddle, head of Edward Jones, says his firm won't develop a robo advisor, but adds that competitive pressures are pushing the entire industry to up its digital game.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

Retirees are better off having an immediate annuity than other kinds of annuities, which charge hefty fees and early withdrawal penalties; Plus, 12 common IRA mistakes to avoid.

As Cetera is shopped around by Lazard, the IBD’s advisors say they want to stay with the firm but will leave if they must.

Banks are working quietly behind the scenes to determine whether they should take the exemption that will allow them to charge commissions on retirement business.