The Government Pension Offset was more draconian. It cut spousal and survivor Social Security benefits by two-thirds of the non-covered pension, often to zero. Many married, divorced and widowed ...

While the allure of high returns is compelling, investors must resist the temptation of return-based investing without ...

Citigroup, Inc. C shares have gained 13.2% over the past month compared with the industry’s growth of 11.5% and the S&P 500 index rise of 2.9%. Meanwhile, Citigroup’s peers Bank of America BAC and ...

James Ragan, director of wealth management research at D.A. Davidson, joins Wealth to discuss potential market volatility due ...

Empower, the country’s second-largest retirement plan recordkeeper by assets, has built up a staff of 1,000 advisors in recent years to provide wealth management services to individuals, including the ...

Robert Skinner doesn’t want to talk about where he wants IEQ Capital’s assets under management, recently $35 billion, to be in five years. “That’s severely ancillary to” investment performance and ...

F und giant Vanguard is making the biggest cuts to expense ratios in its history. On average, the asset manager is slashing ...

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors ...

SS&C’s revenue is reasonably diversified, with its largest client accounting for less than 5% of revenue and its 10 largest clients representing only 14% of total revenue. From a geographic ...

KPMG's application for an Alternative Business Structure (ABS) license in Arizona, potentially enables it to become the first ...

Brookfield Asset Management’s private wealth arm aspires to reach $100 billion in assets in the next five years, its chief ...

WMBC was co-founded 22 years ago by wealth advisor Scott Coles, ChFC, CLU, who has more than 40 years in the wealth ...