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Wealthy investors remain bullish on the investing environment in 2014 and see the U.S. as the best place to put their money, according to a survey released today by Morgan Stanley.

Pimco named four deputy chief investment officers in an overhaul of its leadership team after Mohamed El-Erian's decision last week to step down as chief executive officer.

President Obama's inclusion of retirement security in Tuesday night's State of the Union Address was mostly welcomed by the benefits community, but left some disappointed by a perceived "attack" on the 401(k).

The iShares MSCI Emerging Markets Index exchange-traded fund fell to a five-month low as an increase in interest rates from Turkey to South Africa failed to prop up currencies. Russia’s ruble slumped to a record low.

Tax law changes may make it harder for advisors to show how specialized services are vital. Here's how to adapt.

The head of the U.S. Treasury Department’s financial research arm defended a report on asset managers that was criticized by the industry as flawed and inadequate.

Puerto Rico debt is rallying the most in two years, even under the threat of a cut to junk, as the commonwealth prepares to sell bonds for the first time since August.

A number of advisors took to Twitter to discuss the "MyRA" accounts unveiled by Obama in his State of the Union Address on Tuesday.

A UBS team of advisors with a billion dollars under management has left the Swiss bank to form IFM Capital Advisors, an independent registered investment advisor, with the aid of Focus Financial Partners.

When congressmen introduce bills that work at cross-purposes with the intent of Social Security, it's no wonder clients are confused too.

Bankers feel more optimistic about their business as crisis memories fade, and more open-minded about M&A as deal prices rise, but concerns about compliance challenges and regulators' tough reviews of merger applications are keeping their enthusiasm in check.

President Obama hit on several important issues for bankers in his annual address to Congress Tuesday night, including mortgage finance reform, though as expected financial services issues largely took a backseat to other national concerns, like unemployment and the minimum wage.

The financial crisis has had an enormous impact on millennials' attitudes towards investing, saving and success, presenting both opportunities and challenges for financial advisors.

When it comes to teaching financial advisors new skills, two instructors may be better than one.

President Obama offered more Americans the chance to save for retirement through payroll deductions with a plan for new government-sponsored savings accounts.

RCS Capital has made the right moves thus far, the Pershing Advisor Solutions chief says, and the spending spree will likely continue.

An agency risk alert critiques the due diligence processes that investment advisors are using when recommending such investments as hedge funds, private equity funds, or funds of private funds.

The SEC's Michael Piwowar said Monday that he has asked the SEC's Office of Municipal Securities to work with him on proposals to improve the market.

What's to be done for people who have plenty of money, but just can't seem to enjoy it?

If the graying financial services industry is to replenish the ranks of retiring advisors and brokers, firms and trade groups must take a more active role in promoting the field to millennials, says Pershing's Mark Tibergien.