Consultant Marcia Mantell said she was "livid" at the idea. But advisors' clients have long worried about trust fund solvency ...

John S. Winslow bought his widowed client flowers and chocolate, then used her money to buy luxuries, authorities said.

Residents in some locations, SmartAsset reports, may be contending with high costs, weaker incomes and heavier debt burdens.

Ramy Hany Mounir's Fahim's sentence includes no possibility of parole.

The firm expects to keep the share of revenue coming from managing portfolios of longevity-linked assets and other ...

"Many are drawn to the flexibility in choice we offer, the wide range of solutions available, and the vibrant culture and deep-rooted communities that make Osaic unique," she said. "Our ability to ...

When a client's portfolio breaches a concentration limit, a tax-loss harvesting opportunity emerges or a market event affects a specific holding, Pulse notifies the wealth manager and evaluates the ...

Let us look at 10 expressions that demonstrate to wealthy clients and prospects that you speak their language and understand their needs.

Based on the Consumer Price Index data released Tuesday, the Senior Citizens League predicts COLA will be 3.9%, 1.1 ...

Homebuyers across the United States have been finding a friendlier housing market for about a year, with more plentiful ...