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FINRA has identified the suitability of the bonds of distressed municipalities for investors, as well as municipal advisor activity, as areas it will focus on in 2014.

Younger millennials carry half the debt of their older peers.

Treasury 10-year yields fell from the highest level in more than two years as investors speculated whether the U.S. economy will improve enough for the Federal Reserve to end bond purchases in 2014.

Is it time to embrace temporary branches? Stop moving your best branch talent to other jobs outside the branch? Ditch promo pricing? Get some fresh perspective with American Banker's Big Ideas for 2014.

Investors’ 12-year love affair with gold ended in 2013 as they abandoned the precious metal for stock markets in the world’s developed economies, lifting global share prices by the most in four years.

The legal battle over the application of the Volcker Rule is unlikely to be resolved until mid-January.

Most working-age people in the U.S. and worldwide who expect an inheritance think it will fund all or part of their retirement.

Optimize Capital Markets has created a portal to automate capitalization deals of $2 million to $20 million. But along the way, it has found investors are not willing to part with their money in a completely automated way.

After a blog post suggested tweaks to modern portfolio theory, advisors and other professionals voiced moderated support for the investing philosophy.

The choppy markets of 2008 and 2009 taught UBS financial advisor Daniel Rothenberg an important lesson about client service: It's the only part of the business he can control.