Average scores on a retirement income literacy quiz were disappointingly low, but those with advisors did somewhat better.

Timothy Barker, 67, a managing director and family wealth investment advisor at BNY for more than 12 years, alleges in a ...

New legislation, the Social Security Survivor Benefits Equity Act, would increase the Social Security lump-sum death benefit ...

A judge in Chicago dismissed claims that 13 firms engaged in wide-ranging unfair and anticompetitive practices and schemes.

As the new report warns, high monthly expenses, frequent financial hardships and the rising costs of caring for family ...

Nathan Adams was punished for pursuing a job with LPL, which botched a background check, the complaint alleges.

Sen. Elizabeth Warren has come up with a list of 14 life insurance, health insurance and annuity sales incentive offers. The ...

Half of family offices reported more than $500 million in assets under management, and half said they had less than $500 ...

To financial planning students, the chief attraction to the career isn’t that it’s a high-paying one.

Raising the retirement age from to 69 from 67 would result in retirees receiving a smaller amount of Social Security benefits ...

One of the biggest time drains for advisors is client onboarding. By implementing automation tools that gather client ...

The Committee of Annuity Issuers found plenty of interest in the IRS' new RMD regulations. One topic of interest is partial ...