Subject Root Tag

Following the success of her latest album and landing three Grammy nominations this year, the megastar's net worth is in the untold millions. With a Merrill Lynch advisor for a father, it begs the question: who is advising the pop star?

High-net-worth unit of one of industry's biggest bank programs gets new leader in Terry Jenkins.

Less than half of U.S. workers last year had saved even as much as $10,000 for retirement, according to a study, but catching up is still a realistic goal.

The industry saw Van Eck Global sponsoring a $3M student fund and scholarship at the USC Marshall School of Business, the flagship liquid alt fund offered by IndexIQ passing the $1 billion assets mark, a survey of 235 hedge fund professionals expressing positive sentiment, and Morningstar naming its fund managers of the year.

Conrad Siegel Investment Advisors's parent company serves defined benefit and 401(K) plans. Executives at those client firms became the clients for the advisory spinoff.

The recruit takes on a new role as complex manager at the firm’s latest office in Birmingham, Ala.

The push to make money-market funds safer means the biggest U.S. banks will pay more to borrow while America’s near record-low financing costs go even lower.

The weekly average yield to maturity of The Bond Buyer Municipal Bond Index, which is based on 40 long-term bond prices, was unchanged from the previous week at 4.12%, for the week ended Feb. 5.

New hire will split his time between two community banks that Wintrust's holding company owns in the greater Chicago area.

Financial advisors often act as general managers for their clients, assembling a team of attorneys, trust companies and others to develop and maintain estate plans. Here are a few questions you should ask of your would-be teammates.

Two veteran wirehouse advisors joined regional broker-dealer Wunderlich.

Morgan Stanley said it hired former hedge fund manager Kay Haigh as global head of emerging markets in London, within its foreign exchange and developing markets business.

Merrill Lynch wants to position its wealth managers to better help their clients navigate the hurdles of old age.

Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with.

Two UBS advisors managing $170 million in assets joined Baird.

The senior regional vice president will oversee new bank and credit union clients for Cetera in the eastern part of the U.S.

Also, how your client may be skipping certain tax deductions, and how to find possible tax savings due to life changes.

These firms have made advisor-friendly cultures a crucial part of their success in both retaining advisors and recruiting new ones.

Two members of the SEC blasted the agency's decision to spare Oppenheimer Holdings from additional sanctions related to a recent settlement, saying regulators were turning a "blind eye" to the investment bank's pattern of misconduct.

A proposed cap would impose a $3.4 million ceiling on retirement plans, although details are still scarce; Plus, mortgage debt threatens boomers' retirement.