Extended market downturns, strategist Amy C. Arnott notes, are rare but painful to portfolios.

These advisors enjoy a 32% compound annual growth rate, PriceMetrix finds, with the bottom performers averaging 8% annually.

The firms attracting the best financial professionals are investing in long-term sustainability, not short-term recruiting wins.

High prices and strong demand, Redfin reports, have made this a favorable moment for well-off homeowners to cash out.

The Center for AI Research and Development will develop artificial intelligence-enabled and software solutions for wealth ...

In other words, the fastest-growing client segments are the ones most insistent that advisors handle estate planning. Other Findings Economic anxiety is now an estate planning driver. Fifty-four ...

Ludovic Subran, chief economist at Allianz, warns against assuming that the same old glue will fix things.

The U.S. stock market sits at its most expensive level ever and will probably drop 70% from its eventual peak, according to ...

For an SSDI beneficiary, Medicare eligibility isn't tied to the date an appeal is approved. It's tied to the disability entitlement date: the month Social Security determines the client became ...

Keith Sonderling has been acting Labor secretary since Lori Chavez-DeRemer resigned in April.

Merrill "failed to file numerous SARs due to its failure to investigate certain Event Groups with risk scores below 20. The ...

Northeast Financial Group failed to conduct financial statement audits of private funds that the firm advised.