With same-sex marriage legal in all 50 states, LGBT couples should look at financial issues such as estate planning and employer benefits.» Read More
Career coaches offer four tips for new job seekers looking to reenter the workforce after years away from their professions.
The Financial Industry Regulatory Authority disciplined several financial services firms and individuals in May 2015.
Advisors of the boomer generation are grooming—and quizzing—Gen Y prospects in an attempt to revitalize and shore up the industry.
HighTower's Elliot Weissbluth believes financial services will wed robo-advisor technology to the holistic approach of human advisors.
A survey by Caring.com finds that more than half of Americans don't know where their parents keep their estate plans ... or what is in them.
Americans working overseas remain subject to U.S. tax law and may face restrictions on investment and access to credit at home and abroad.
Common mistakes many Americans make in retirement planning include pulling money out of bear markets and not spending wisely once retired.
Faced with a rise in online fraud, more financial advisors are instituting cybersecurity protocols to ensure clients' account integrity.
Ivory Johnson, founder of Delancey Wealth Management, explains the differences between revocable and irrevocable living trusts.
Most Americans want to find a way to stay in their own homes, close to family and friends, during their golden years.
The Chinese-American market remains largely untapped by financial advisors, who are challenged by cultural and linguistic differences.
Traditional financial advisors and new automated robo-advisor competition differ in price, services, approach and degree of personalization.
Several public and private initiatives are helping woman-run businesses face challenges such as access to capital and lack of mentoring.
Studies show two-thirds of advisors have no succession plan, but crafting one is key to ensuring peace of mind for clients and employees.
A family home may house fond memories, but it can be a millstone for retirees, who should weigh leveraging home equity to stretch savings.
Geri Pell, CEO of Pell Wealth Partners, explains how social impact investing integrates environmental, social and governance factors.
If retiring soon, a good back-of-the-napkin estimate is to have a portfolio about 25 times the value of your annual retirement income.
Pending June's Supreme Court ruling on same-sex marriage, married gay and lesbian couples face challenges due to the uneven legal landscape.
Classic retirement calculators don't factor in important variables such as spousal Social Security and where investors plan to retire.
This year's NFL draft will mint scores of new millionaires, but many who get rich quick lose it just as fast. Here are 8 tips to stay rich.
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With same-sex marriage legal in all 50 states, LGBT couples must look at financial issues such as estate planning.
Advisor Richard Coppa says investors should weigh the risks and rewards of alternatives before allocating funds.
Many say the current regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate.