Banking

Marital divorce is by definition an adversarial process, but from a financial standpoint it works out better for both parties if it’s also a cooperative one.

For those nearing retirement, a market downturn may be something they simply can’t afford to endure. Without enough time to make up for the damage to their portfolios, they won’t be able to afford the retirement lifestyle they had envisioned.

Health insurance questions may dominate this year’s conversation, as the Affordable Care Act’s effects become widespread, but advisors should help clients with other key areas as well.

Married clients can arbitrage Social Security benefits for maximum long-term payouts.

There’s been a steady increase in opportunities for overseas investment and clients’ willingness to include international investments in their portfolios.

Over time, by angling a portfolio towards value-oriented stocks and small caps, investors will be compensated for taking on additional risk according to academic research.

ETFs let you maintain asset allocation while taking tax losses.

On YouTube, puppet shows are fine for consumers, but to appeal to businesses many banks are taking a more serious tone and putting their own clients in the spotlight.

JPMorgan Chase & Co. has agreed to pay $88.3 million to settle charges related to apparent violations of economic sanctions dating back to 2005.