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One-third of Swiss banks offered amnesty by the U.S. for helping Americans evade taxes have applied for the program, a federal prosecutor stated at a Jan. 25 conference, according to three lawyers.

Two ventures offer online platforms aimed at connecting individual bond buyers and sellers.

An estate plan reflects the present state of clients' lives, with an overlay of applicable laws. Here's how to tell when a plan needs an update.

The IRS recently drafted Obamacare regulations that offer some insight into what will be the associated monetary penalties for individuals who do not take up health care coverage.

There are several measures of success in this industry, but gathering assets is always a major consideration. Here we show the top 25 bank advisors by assets under management.

U.S. stocks sank the most since June, capping the worst week for benchmark indexes since 2012, as a selloff in developing-nation currencies spurred concern global markets will become more volatile.

Japan must make its $1.19 trillion public pension fund independent of bureaucrats without delay so it can boost returns, the ruling Liberal Democratic Party said.

Fears of defaults and worries about the fallout from the Fed's tapering program are overblown, says Vanguard's tax-exempt bond boss.

"You have to go where the money is," says Evercore Wealth Management chief executive Jeff Maurer, as the firm pursues UHNW clients with $5 million to $200 million in investable assets.

The largest U.S. home lender agreed to sell more than 40% of its insurance brokerage locations to focus bricks-and-mortar operations on higher-growth regions and bigger clients.

A small California bank's deal to buy another rural lender could give it the scale it needs to knock heads with Wells Fargo and BofA, its execs say.

When yields on long-term government securities are below nominal growth rates for a prolonged period, trouble may be brewing, according to Citigroup analysts.

Morgan Stanley Chairman and Chief Executive Officer James Gorman’s compensation package for last year includes a $5.06 million stock bonus that’s almost double his 2012 equity award.

Raymond James & Associates' branch manager of the year has grown his complex's annual revenue to $32 million from $4 million and boosted client assets to $5 billion.

Michigan would pay $350 million over 20 years to reduce bankrupt Detroit’s pension liabilities under a deal struck by Governor Rick Snyder and lawmakers.

The biggest U.S. phone company said its fourth-quarter results will include a non-cash gain of about $7.6 billion to account for changes in its pension fund and retiree benefit plans.

You've probably heard it's best to wait until age 70 to file for Social Security benefits, if possible. But do you know when it's advisable to wait even longer?

Raymond James Financial reported strong profits for the first quarter, with growth led by the company’s asset management and private client group divisions.

America's wealthiest investors plan to increase their use of independent financial planners in 2014, according to a new study from Spectrem Group.

Top bank executives are struggling to convince the world's business elite in Davos the financial system is safer, more than five years since it fell into crisis.