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An improved economy, hint of potentially higher interest rates and changing demographics are all aiding a lending rebound in the southern and western parts of the United States.

Bank holding companies generated $1.57 billion in insurance brokerage fee income in the first quarter of 2014, down 8.4% year-over-year.

What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch

IUL policies, which are linked to a market index but promise not to lose any money if the market goes down, might be a way to protect portfolios while offering tax-free income for retirement.

While one prominent advisor calls the board's demand 'woefully overreaching,' a securities lawyer calls it a 'good, aggressive' tactic.

As the nation's 76 million baby boomers retire and live longer, advisors can expect to encounter more clients with memory and cognitive issues. Here are some of the red flags advisors should watch for.

Should older clients' portfolios be adjusted more quickly to bring equity allocations to their desired level? New research says yes.

Q&A with Benjamin F. "Tad" Edwards IV, CEO and President of Benjamin F. Edwards & Co., on how he built up his firm to have 180 advisors in 24 states.

A paper that Hopewell published introduced stochastic modeling -- including the use of Monte Carlo simulations -- to the profession for the first time.

As the nation's 76 million baby boomers retire and live longer, advisors can expect to encounter more clients with memory and cognitive issues. Here are some of the red flags advisors should watch for.