Wealth management

Most of the nearly 13,000 pages produced in a lawsuit are duplicates, the board alleges in its ongoing court battle with Jeffrey and Kimberly Camarda.

HighTower recruited a Merrill Lynch advisor team managing $440 million in assets.

Are long-term insurance hybrids all they're cracked up to be; 3 reasons not to raid your retirement accounts; How dividends can make the 4% rule easy

Is there any reason to include global stock funds in client portfolios? Why not just use domestic funds and foreign funds in their asset allocation?

Industry struggles have meant a raft of changes for planners and their clients.

As longevity increases, advisors must find smart new ways to prepare clients for the cost of an extended retirement.

Firms that divide clients into groups to allow varying service say it helps the practice and improves the overall experience.

From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms.

Clients often place too much importance on high performance and not enough on consistent returns.

If you're not focusing your time and attention on the people who add the most value to your firm, you're getting it wrong.

Many banks already offer the right products and services but fail to properly market them to younger customers.

Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.

Private equity is coming to a 401(k) near you; How different types of retirement income are taxed; Navigating the complex world of 401(k) fees

Pensions and endowments have used liability-driven investing for years, but is it feasible as a retirement income strategy at the individual level?

By now, most advisors have gotten the memo: the long-held conventional wisdom about the 4% rule no longer reigns supreme in the face of longevity projections and predicted long-term stock market returns. But they needn't worry.

Scarlett (Yuanyuan) Che, Rianka Dorsainvil and Phuong Luong will be honored for "working to encourage diversity in the financial planning profession and the population served."

Which banks are advisors moving to? Eight recently switched to BNY Mellon, Citi Private Bank and U.S. Bank.

Dueling data muddies Social Security Debate; Split up Social Security when couple splits up?; Beyond Medicare's ratings, picking a nursing home

Robert Benmosche, who is stepping down this weekend after five years as CEO of American International Group’s chief executive, said he learned in May that he had nine months to a year to live.

New guidance for employees in the Appeals division of the IRS goes into effect in the first week of September.