Practice

Americans of all political leanings are showing signs of increased anxiety about having enough money to make ends meet during retirement, a recent survey commissioned by the Americans for Secure Retirement found.

A new Wells Fargo retirement study focusing on affluent Americans reveals that women are much less confident than men when it comes to their retirement savings.

The voice is one of the most powerful – and unsung – tools advisors have to get their message across to clients.

Fidessa Group said it added foreign exchange trading to its buy-side workstation. The execution platform will provide advanced trading features for more than 1,300 currency pairs, the supplier of high-performance trading technology said.

It's been almost as longstanding a practice in the regulatory field as using the phrase "left to pursue other interests" when a company asks one of its top executives to leave.

It took years for the great civil right activist’s final wishes to finally be honored, something that legacy expert attorneys Andy and Danielle Mayoras say could have been resolved much sooner had she done a better job – or had better advice and professional assistance – with her estate planning.

Most industry professionals who know their mobile apps say every firm should have one, especially those that claim to be serious about being accessible to their clients.

He didn't want to lose and didn't want to do what was necessary to win.

Planners need to ensure that clients with self-directed IRAs are protected against a variety of scams.

David Strege's firm uses its unusual structure to help clients get more for less.