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Seventy-nine of 126 public pension plans decided to lower their return assumptions in the years after the financial crisis in 2008; Plus, five common Medicare mistakes to avoid.

The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.

Regulators will be paying close attention to whether advisors properly safeguard the interests of elderly clients. Here's what to watch for.

One of the recruits oversaw nearly $210 million in AUM and had $1 million in annual production before making the move.

Closely tracking the ETF market for Windhaven Investment Management, Linda Zhang is excited at the potential for overall ETF growth.

Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?

Martha B. Willis and her team have introduced over 17 new products across OppenheimerFunds and integrated the offerings of SteelPath, an energy-focused investment company and recent acquisition.

The Swiss bank’s exit comes after a more than month-long review and as local firms expand in wealth management in a bid to tap the nation’s pension savers and rich investors.

The rapid rate of wealth creation by billionaire entrepreneurs will probably level off over the next two decades as economic growth slows in emerging markets and governments act against income inequality, a UBS study found.

Amy Schioldager was responsible for BlackRock's first ETF portfolios in 1996. At the time, she recalls being told that ETFs would never be accepted.