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Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money

Happy birthday ERISA! The Employee Retirement Income Security Act of 1974 turns 40 this month. Here’s a look at 11 important milestones, modifications and case law in the legislation’s 40-year history.

With 10-year Treasuries paying only 2.37%, and CD's offering investors even less, finding income for older clients remains a challenge for advisors.

More banks are considering switching to a universal banker model, where selling products and services becomes more important. The transition requires patience, planning and training.

Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals.

Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe.

What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity

Deutsche Asset & Wealth Management recruited a private banker and managing director from J.P. Morgan to open a new office in Dallas.

Advocates are calling on the head of the SEC to move forward with a uniform fiduciary proposal, even if that means pushing the rules through a divided commission split along party lines.

Researchers in Bethesda, Maryland, have spent eight years developing a handheld device to quickly assess potential brain trauma in injured U.S. soldiers and athletes with concussions.

To prevent another meltdown of the market that helped spur the global crisis in 2008, large broker-dealers should receive access to Federal Reserve loans to enhance liquidity in the sector, according to a new report.

Some predict an increase in volatility in the U.S. followed by an uptick in global volatility. How should advisors help their clients prepare?

One reason so many federal thrifts have switched to other charters is that the Qualified Thrift Lender test impedes their commercial lending. However, a top regulator says he wants it eliminated.

Baird picked up a branch manager from Wells Fargo and a regional advisor managing about $150 million in assets.

Morgan Stanley landed an advisor team managing $1.1 billion in assets.

Linda Fienberg, the head of FINRA's contentious dispute resolution division, will step down from the organization at the end of November.

Some leaders of large community banks like are eager to line up the next big deal. Others seem content to steal lenders and open offices after several years of acquisitions.

Storing sensitive material on the Internet makes it a target for hackers, but the password gaming that appears to have been behind the theft of celebrities' photos could happen to any server, on or off the cloud.

Can your financial advisor solve your retirement puzzle?; Don't let IRA contribution limits wreck your retirement dreams; How you can be happy in retirement

In client communications, wealth management professionals should be careful about using personal information and other data that could strike clients as "creepy," a new report finds.