Banks have never lacked for scandal, but the Wells Fargo scandal is different in one very important way — especially for financial advisors. » Read More
The SEC issued guidance addressing-registered investment advisors that employ individuals with disciplinary histories.
With financial advisor fees, out of sight means out of mind as far as Americans are concerned, and the industry is in no rush to change.
Three-quarters of Americans don't know what 529 plans are, but even those in the know have misconceptions about these college savings plans.
A lot of the stuff we hear about money from other people is dead wrong. Or, it doesn't apply when you consider all of the facts.
Umbrella liability insurance is crucial for anyone looking to protect assets and nest eggs from lawsuits and litigious fortune hunters.
With commitment and patience, financial advisors say there are ways to repair your financial situation and up your credit score.
Who's responsible for any debt left behind by your loved ones? That depends on the type of debt, but the answer usually is: Not you.
Taxpayers who attest to honestly missing the IRS' 60-day limit for tax-free 401(k) and IRA rollovers can now qualify for a waiver.
Decisions by Medicare and Social Security boards of trustees may mean the average retiree's Social Security benefit will start taking a hit.
Many Americans don't stay tax-compliant while living abroad, but this choice is becoming increasingly risky, for five very good reasons.
Comedian John Oliver ranted about advisors' fiduciary obligations. The DOL gave it a shot; now it's the SEC's turn to step up to the plate.
While estate planning is often associated with the wealthy, financial advisors say most Americans can benefit from it.
Actively managed mutual funds may no longer be the best way to gain exposure to equities and fixed-income asset classes.
Professional designations abound, and investors expect to see them listed after a financial advisor's name. But what do they really mean?
Disruptive trends are accelerating. To see if any of your stock holdings are at risk, you need to ask yourself this one important question.
When you turn 70-and-a-half, you are required to take money out of your tax-deferred retirement accounts or pay a 50 percent tax penalty.
The Wells Fargo scandal is unique among bank chicanery in one very important way — especially for financial advisors.
Like golf, personal finance can be an elusive challenge for many people, but it doesn't have to be. Here are a few guidelines.
People who enroll in workplace 401(k) plans probably misunderstand key aspects of such savings vehicles, say advisors.