A registered Florida broker and investment advisor and United Planners Financial Services of America, among others, face a proposed class action lawsuit alleging they engaged in a fraudulent scheme to ...

New legislation, the American Dream Act, would allow individuals 65 years or older to sell a home to a first-time homebuyer for $500,000 or less without paying capital gains taxes.

The driver and his wife allege roughly $8.6 million in losses tied to indexed universal life insurance policies.

One suggestion would default 20% of a retiree's assets into an immediate annuity vehicle that would pay out funds during retirement to increase Americans’ retirement security.

ETFs can pursue different strategies when they invest internationally, according to Dziubinski. She listed eight top-notch ...

President Donald Trump told reporters flying on Air Force One that he does not like the idea of allowing Americans to use 401 (k) plan assets for cash down payments on homes in exchange for ...

Technology is changing so fast,” Wolfsen said during a panel discussion held in December in New York as part of ThinkAdvisor’s Luminaries awards gala. “Not picking up the tools, like AI and data tools ...

Artificial intelligence is "obviously" experiencing a historic bubble akin to the internet and railroad booms and is very likely to bust, Jeremy Grantham forecasts.

Advisor Drew Boyer talks ThinkAdvisor through several famous musicians' major financial mistakes — and a few successes.

President Donald Trump went to the World Economic Forum and jolted financial markets around the world by emphasizing his ...

The case involved tens of millions in damage claims that Triad Advisors failed to adequately supervise James Walesa.

In the interview with Cucchiara, who joined Morgan Stanley in 2016 after 20 years with Bank of America Merrill Lynch, he discusses the wirehouse’s experimentation with AI to allow advisors to ask ...