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Baird and McAdams Wright Ragen will combine offices in Portland, Ore., following Baird's recent acquisition of the Seattle-based broker-dealer.

Despite record revenues from wealth management, Bank of America reported that profits slid 43% due to $4 billion in litigation expenses.

A Morgan Stanley team that managed over $650 million has gone independent using a new consultant.

The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

Democratic and Republican lawmakers are cooperating on legislation that would lift some of the secrecy around the U.S. council that decides which companies pose the biggest risks to the financial system.

Raoul Weil, a former top UBS AG banker facing trial in Florida on charges of helping Americans evade taxes, asked a judge to allow defense witnesses outside the country to testify by video because they fear retaliation if they come to the U.S.

American International Group will get at least $650 million in a settlement with Bank of America as the second-biggest U.S. bank seeks to end liability for faulty mortgages.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans