Risk management

Grandparents are advised to give cash gifts without putting their future financial security at risk.

Since Wells Fargo’s phony-accounts scandal broke in 2016, the bank has appeared contrite in public. In private, it’s a different story.

It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.

The purchase will add to one of the asset manager’s key businesses, Aladdin.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

As clients live longer, advisor firms’ planning strategies are shifting to accommodate.

One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.

About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.

The bank pledges to handle customer complaints better and reexamine its lending practices.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

Offices remain open and monthly Social Security checks will go out on time despite the partial shutdown.

The more efficient firms can be in their marketing and sales activities, the more effective they will be.

Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

The insurance-related securities market has grown as pension and hedge funds seek diversified bets less tied to interest rate or stock market swings.

In addition, the advisor technology company released three new features and updated its interface.