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Two cornerstone laws of the wealth management industry turned 75 and with much work left to do, they show no signs of slowing down. Check out what experts said at a recent event.

Here is a handy checklist for clients preparing to change their living situations.

An 80-year-old client will be better off keeping 70% of her investment portfolio in stocks if her Social Security benefits and pension payments are enough to cover her needs; Plus, can robots close the retirement savings gap?

Swift CEO Gottfried Leibbrandt talks about how the global messaging network is looking to stay relevant to its bank members; the potential and limitations of blockchain technology; and his views on the startups looking to disrupt banking.

Wall Street profits were $11.3 billion in the first half of 2015, the strongest results in four years, according to a report by New York State Comptroller Thomas P. DiNapoli.

Small market participants have less access to support and appear to be less knowledgeable and engaged in their workplace retirement plans.

John Brynjolfsson, the chief investment officer of Armored Wolf, said he is closing the money management firm to outside investors and converting it into a family office.

A recruit from M.J. Whitman heads to the regional broker's employee channel.

Here is a handy checklist for clients preparing to change their living situations.

If second-guessing has begun, consider why you initially recommended the stock---that reason can still be valid even if prices are falling.

Team advisors attract more affluent clients and generate more revenue than solo practitioners, according to PriceMetrix.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Defined contribution plan sponsors cannot track the owners of between 2.8 million and 4.8 million retirement accounts or 5% of the total number of accounts; Plus, why a solo 401(k) could be the best way to save for retirement.

Employees are gaining confidence in their short-term finances but the majority is still not saving enough for retirement.

Compared with other recent breaches, the theft of 6,400 user email addresses and passwords on the American Bankers Association's website might seem like small potatoes. But experts said the attack — the first in the association's history — was still significant and could have implications for banks.

The bank's wealth management group is gearing up for more business in Nevada now that it has the ability to deliver trust services in the state.

A longtime wirehouse advisor with $48 million in AUM has joined regional broker-dealer Wunderlich.

Only 10% of ETFs are in positive territory, after market selloffs in the U.S., Europe, and Asia, and a plunge in commodity prices.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Morgan Stanley is asking employees to give up their right to sue the firm in class actions for civil rights violations including discrimination based on race, gender or age, according to a former employee's lawsuit.