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

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

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

ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in ...

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

Homebuyers across the United States have been finding a friendlier housing market for about a year, with more plentiful supply, less competition, more selection and more time to shop, according to a ...

"For example, a retiree receiving a $2,000 monthly Social Security benefit would see an increase of about $80 per month under a 3.9% COLA," according to Benton. "However, a supermajority of retirees ...

ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in ...

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.

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

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