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While the wealth of American households has jumped more than $25 trillion since early 2009 amid rising equity and home prices, the pass-through to consumer spending is lagging, new research shows.

The SEC is weighing a requirement that brokers tell investors exactly where their stock trades go to be executed, a proposal that may address complaints that the decisions are sometimes made against the client’s best interests.

SunTrust Banks in Atlanta said its quarterly profit rose 16% as it made more commercial loans.

The IRS is anticipating the chances of a tax return being audited to be the lowest in years.

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

Research suggests that good vibes are good for business. Here's how you can get serious about your attitude adjustment.

In a market pressed for yields, this category's "go anywhere" philosophy deserves consideration.

Twitter tip: rethink your blog headlines

This social video platform offers advisors another way to demonstrate their knowledge and expertise, says a social media savvy advisor who focuses on Gen X and Gen Y clients.

Social media can be intimidating to inexperienced users, but it has proven to be an invaluable tool for one advisor who says she makes time for it each day "because it makes perfect business sense."

Fortress is the fifth firm to join Omaha-based Arbor Point, which provides an open architecture platform aimed at dually registered advisors, since it launched early last year.

While most financial advisors are using social media in a basic way, few are utilizing it fully. Here are the most common mistakes advisors make with social media.

Deutsche Bank's wealth management unit has recruited former-Barclays advisor Chris Guttilla.

Almost three in four affluent millennials have assets in online brokerage accounts, while only 67% have assets in a defined contribution plan.

The decline was partly due to weather-related events that lowered customer activity across the board, the bank’s CFO said during an earnings call.

KeyCorp offset lower revenue with cost cutting last quarter.

Morgan Stanley Wealth Management's profits were up for the first quarter, following strong growth in fee-based assets and interest income. Overall, the bank's profits grew to $1.5 billion in the first quarter of 2014.

The iShares MSCI Emerging Markets Index rebounded from a four-week low after data showing a slowdown in China’s expansion bolstered speculation the government will take further steps to stimulate economic growth.

New York Attorney General Eric Schneiderman sent subpoenas to six high-frequency trading firms seeking information about special arrangements they have with exchanges and dark pools as well as their trading strategies, according to a person familiar with the matter.

Longer lifespans mean a big shift in planning -- particularly for female clients.