The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than ...

Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but ...

Focus Financial Partners also merges two of its RIAs and Captrust buys up two practices together managing nearly $2 billion.

A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?

The "model rule" for state regulators is meant to help clients distinguish between advisors who earn management fees and ...

Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth ...

In December, the BlackRock Investment Institute stated that giving bitcoin a 1% to 2% weighting would produce a similar share ...

Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of Ed Slott & Co. Follow him on ...

Getting healthy. Networking. Drawing the line on prices. Here are the ways wealth managers want to improve their practices — ...

Kenneth Silva Ballard, an investment advisor for First Affirmative Financial Network, seeks to carefully order the ...

Wells Fargo has to pay nearly $3.4 million to the estate of an elderly investor who accused the firm and one of its advisors of failing to prevent the client from being taken advantage of by her ...

Institutional investors are harvesting ETF losses for tax purposes, then placing their assets in highly correlated funds — regardless of so-called wash-sale restrictions, a new study found.