Practice

A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now.

The industry regulator closes the comment period for its controversial data-reporting initiative as brokerage trade groups warn of privacy concerns and compliance costs.

The broker involved in the dispute invested 40% of the clients' assets in short positions in U.S. Treasury bonds betting that interest rates and inflation would rise.

Merrill Lynch lost a group of advisors managing $535 million in assets to Raymond James & Associates.

On this day dedicated to giving back, a pair of CPAs have some advice for those who are planning their end-of-year charitable giving.

Conventional wisdom says investors should reduce equities in their portfolios as they age, but a study takes a contrary view; Plus, more information doesn't necessarily make for better investment decisions.

Tax benefits for individuals and small businesses that expired in 2013 could have an impact on as many as one in six taxpayers, according to a new analysis.

Stepped up data demands and scrutiny by industry regulators on asset managers have transformed technology procurement and implementation at firms into a complex process that requires close cooperation between chief technology and compliance officers, among other executives.

Retirees should consider downsizing their homes before taking a reverse mortgage; Plus, the only time when retirees should use retirement funds for something other than retirement.

Hackers with Wall Street expertise have stolen merger-and-acquisition information from more than 80 companies for more than a year, according to security consultants who shared their findings with law enforcement.