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If transparency is so important to us as independent advisors, why are we using so much jargon?

As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.

In 2013, the programs produced $568.3 million in income, up 8.9% from the previous year and the most they’ve ever produced in the roughly seven years that the data has been available.

DataPak will enable financial institutions to infuse customer data from their wealth management or brokerage operations into their core systems.

Morningstar Inc. analysts may downgrade their ratings for Pacific Investment Management Co.'s mutual funds after a review of the firm's regulatory issues, board quality, manager incentives, fees and corporate culture.

New York Attorney General Eric Schneiderman opened an investigation into whether U.S. stock exchanges and alternative venues provide high-frequency traders with improper advantages, a person with knowledge of the matter said.

U.S. Senators Carl Levin and John McCain urged the Justice Department to seek extradition of about 30 Swiss bankers and others who are charged with enabling offshore tax evasion and haven't appeared in federal courts.

A sharply increasing number of plan sponsors want financial advisor guidance -- but many of the RIAs on Fidelity's platform are just dabbling in the area, the custodian says.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.