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Waiting for Social Security until age 70 can provide the surviving spouse with plumper payments.

Why timing is important for clients filing for Social Security; Plus, how to decide whether your client should invest in a 401(k) or a Roth IRA.

Suggesting that the financial advice industry has evolved into robos, says former SEC Commissioner Steve Wallman, "is like saying the oceans have evolved into swimming pools."

Growth remains sluggish at the firm's wealth unit for another quarter.

The sectors account for more than 100% of the indices growth.

As banks rely more on fee income, Huntington Bancshares is boasting about its intentional slashing of service charges.

While, on average, passively managed funds have outpaced their actively managed counterparts, there are certain times when actively managed funds do outperform.

With the bank's deal to sell its wealth management business to Stifel still pending, many advisors have jumped to either rival wirehouses or launched their own independent practices.

One thing she didn't mention: the last time the U.S. taxed capital gains roughly the way she wants to was during the depths of the Great Depression.

Asset management industry critics of the Department of Labor's fiduciary initiative issued a torrent of comments blasting the proposed regulation as costly, unworkable and harmful to low- and middle-income investors.

A New York-based hedge fund manager traveled to Tehran to do scouting work. During a 10-day trip, he liked much of what he saw.

There's no doubt that professional long-term care is expensive and getting more so, but relying on family to provide care can still cost clients a fortune.

While raising the tax rate could help address Social Security's funding imbalance, there are other ways to shore up the program; Plus, when $1.5 million isn't enough to retire.

Some clients prefer to buy income-producing properties outright rather than invest in real estate investment trusts.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

Planners should dispel these common misconceptions so that clients can make better-informed decisions.

Advisors and clients may not be as familiar with these other Social Security programs. Here's a brief primer.

The world's biggest money managers are staking a claim in the surging market for stock and bond ETFs that strip out currency risk.

Janus fell by the most in more than a month as investor flows slowed in the second quarter and profit trailed some analysts’ expectations.

The team went all in on Kate Moss.