Arthur West, known in the retirement community for holding annuity seminars, sent threatening texts, police records show.

The Trump administration is preparing to announce a plan at the Davos Economic Forum next week that would allow Americans to use retirement savings in 401 (k) plans to make down payments on home ...

The real estate, technology, energy and communication services sectors look undervalued now, Susan Dziubinski writes.

To help protect clients and preserve their financial and legacy goals, it’s best to get ahead of any unplanned benefit claims. A good place to start is recognizing that Social Security is in a little ...

The tax return history solution, in turn, provides a year-by-year comparison of a client’s historical 1040 tax returns, delivering each line from the IRS return transcript in a structured Excel format ...

The Thundering Herd also continues to see low levels of advisor attrition, one executive said.

Career pathing has become a key industry issue, Carson noted, citing a recent DeVoe Talent and Growth Survey showing 68% of next-generation professionals at RIAs want a well-defined career path. More ...

The wealth manager draws on ActiFi and Greene Consulting to further develop its training and support capabilities.

The head of the National Association for Fixed Annuities hopes this will be a year when the group can focus more on making the annuity industry stronger and less on fighting off problems in Washington ...

Willette is regarded as a transformational technology leader who has scaled high-performing software organizations and led global teams of hundreds of technologists, according to the announcement.

He also lamented that massive waste, fraud and abuse in government — a “circular financial scheme” based on political ...

These locations combine affordability with safety, jobs and access to quality education, health care and entertainment, ...