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Women over the age of 65 are twice as likely as men to live in poverty in retirement because of lower wages, more time spent out of the workforce and lack of access to retirement savings plans.

M&T, PNC, SunTrust and other regionals reported strong fee growth thanks to inroads they have made in investment banking, wealth management and other areas. It couldn't have come at a better time for them.

The proposed legislation would clarify equal treatment for all married couples under the U.S. tax code in response to the Supreme Court's ruling last month allowing same-sex marriage in every state.

A new study breaks down the compliance challenges advisors are most worried about and what they're doing about it.

Which third-party marketers have the most assets? We have the list.

Will the trickle of advisors leaving Barclays for rival firms turn into a flood?

Ways your elderly clients can avoid becoming the victim of a scam; plus, what you need to know about Social Security benefits and what to do if your clients' 401(k) stinks.

If a client old enough to receive Social Security benefits has dependent children, it could affect the calculus as to when the parent should start collecting benefits

Clients who keep working will see healthy gains in Social Security benefits and other financial perks.

When clients must take required minimum distributions after age 70?½, payouts can provide monthly cash flow.

Second-quarter revenue from trust and investment management services plunged 28% year-over-year to $84 million. Meanwhile, retail brokerage revenue rose 5% to $80 million.

The advisor managed nearly half a billion dollars in client assets while at Barclays.

The key to success for young adults struggling to build wealth in the aftermath of the biggest economic downturn since the Great Depression may come down to a familiar bit of advice: Mind your elders.

A senior Labor Department official says his team is amenable to tweaks in the proposed rules so long as the fiduciary relationship is formalized with the client.

How clients might benefit from putting a hold on certain retirement strategies; plus, tailoring retirement plans to small businesses and tips to reduce all that IRA paperwork.

Tax-savings tools for your clients. Plus, how clients can convert to Roth IRAs and take advantage of the benefits without a huge tax bill.

The most important investment a wealth management firm can make is in its people. To thrive over the long term, firms must be able to attract and land great talent.

Having both a pension and Social Security benefits can complicate tax and retirement planning. Here's how advisors are meeting the new challenges.

Bank of America is trumpeting the doubling of its profits in the second quarter as a payoff from its long cleanup efforts. But the results relied mainly on lower legal costs and expense savings, while revenue declined in four key business lines.

Peoples Bancorp in Ohio wants to encourage cross-selling but limits the use of employee incentive payments to make it happen. Here's what they're doing instead.