Investments

Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

Which fund categories had the biggest rebounds this year?

The broker-dealer's digital offering will be priced "on the lower end of the spectrum," according to top company executives.

The sales mix for the wealth management business is shifting from commission-based to more fee-based products, which hurts revenue in the short term.

Investors, fretting they'll miss out on a year-end rally, added almost $50 billion to ETFs that track U.S. equities.

The German bank’s asset-management arm is offering an expense ratio of 25 basis points on a new high-yield ETF.

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.

Blucora's deal with Legg Mason's Financial Guard shows a way for robo advice providers to stand out in a crowded market.

The debate that has taken added urgency amid the ascent of passive funds.

Gold prices this year were up 20% and heading for their first annual gain since 2012 until Donald Trump was elected president.

An arbitration panel ordered the wirehouse to settle the latest dispute stemming from client investment losses tied to the island commonwealth's massive debt crisis.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Fixed-income funds lost money as interest rates surged following the surprise Nov. 8 election of Donald Trump.

Amundi Asset Management, Schroder Investment Management and Morgan Stanley are among those predicting a rebound following the post-U.S. election pullback.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

President-elect Trump will likely to be "bond unfriendly" because his proposals will drive up yields by increasing national debt and stoking inflation, Gundlach predicts.

Just 23 of more than 1,750 funds that trade in the U.S. focus on currencies. BlackRock has none.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

The bank's digital investing service will be available online and by mobile phone through a partnership with robo adviser SigFig.