Practice

"There is an added sense of urgency now," says Barbara Roper, director of investor protection at the Consumer Federation of America.

The White House has made fiduciary part of investors' vocabulary.

The White House has made fiduciary part of investors' vocabulary.

The robo adviser says a new free service for clients is attracting interest beyond Silicon Valley.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Matrix Wealth Partners, partly owned by Fuld, will complement Matrix Advisors, a consulting firm that Fuld set up after Lehman's 2008 bankruptcy.

Their attorney said he would instead file claims in arbitration.

Morgan Stanley, a previous employer, won $243,000 in an earlier arbitration case.

Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.

Competition is forcing fund companies to deliver "outperformance to their clients in new and innovative ways," says ACSI Funds CEO Phil Bak.