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A 529 owned by a grandparent doesn’t count as an asset on the standard financial aid form but planning is necessary to avoid an aid reduction when money is withdrawn to pay college bills.

Scott Stringer vowed during his successful campaign for New York comptroller to reduce the $370 million in fees the city’s five pension funds pay money managers and consultants annually. His job, which starts Jan. 1, just got harder.

UBS AG, the world’s biggest wealth manager, is targeting millionaire clients in oil-rich Nigeria and Angola as Swiss rival Credit Suisse Group AG withdraws from some African markets.

Banks should avoid large acquisitions “until the dust settles” from deals done during the financial crisis, U.S. Bancorp CEO Richard Davis said, citing costs that can come years later.

One-fourth of bankers surveyed by KPMG expect to become sellers in 2014 as challenges and regulatory scrutiny rise.

Blogger, equities analyst and CIO of Ritholtz Wealth Management, Barry Ritholtz responds to the 'counterintuitive claim that portfolio rebalancing doesn’t really work,' in a recent column by Paul Merriman at MarkeWatch.

The on-again, off-again nature of the federal tax provisions traditionally known as tax extenders is leading to uncertainty and unnecessary complexity, according to tax policy experts at the American Institute of CPAs.

U.S. Bancorp Chief Says Retroactive Risks Make Deals ‘Dangerous’

Finland Priming Junk-Bond Market to Sate Demand: Nordic Credit

Spain Should Keep Bank Cash Dividend Limit in 2014, IMF Says