Practice

Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money

Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals.

Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe.

What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity

Deutsche Asset & Wealth Management recruited a private banker and managing director from J.P. Morgan to open a new office in Dallas.

Advocates are calling on the head of the SEC to move forward with a uniform fiduciary proposal, even if that means pushing the rules through a divided commission split along party lines.

One reason so many federal thrifts have switched to other charters is that the Qualified Thrift Lender test impedes their commercial lending. However, a top regulator says he wants it eliminated.

Baird picked up a branch manager from Wells Fargo and a regional advisor managing about $150 million in assets.

Morgan Stanley landed an advisor team managing $1.1 billion in assets.

Linda Fienberg, the head of FINRA's contentious dispute resolution division, will step down from the organization at the end of November.