Vanguard has agreed to pay $40 million to settle a long-running lawsuit over a selloff that investors likened to an "elephant ...

The new ruling could spur hundreds more advisors to file claims against the wirehouse, the plaintiffs' lawyer says.

While the proposal has no legal effect, the vote opens the door to a new debate over ramping up taxes on the rich.

The market is more focused on the positive aspects of Trump's agenda with less concern on tariff impacts and wider policy ...

One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.

Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.

The new administration is likely to pull back on Biden-era measures affecting health insurers, drug prices and public-health ...

A strong economy and retiring baby boomers pushed U.S. individual annuity sales to $115 billion in the third quarter, up 29% ...

Twenty-one tax-related measures were on state ballots on Nov. 5, giving voters an opportunity to decide important questions ...

T. Rowe sees attractive opportunities to managed more fixed income assets for life insurers, Sharps said. The company has also developed a lifetime income feature for 401 (k) plan account users that ...

Trump has vowed to cut the corporate tax rate, eliminate 10 regulations for every new one and fire some financial regulators.

With Donald Trump's win of the presidency Tuesday, political watchers say one of his top priorities will be making his ...