Roth IRAs are individual retirement accounts funded with after-tax dollars. Earnings on those contributions can grow tax-free ...

Jeffrey M. Verdon of Falcon Rappaport & Berkman LLP integrates asset protection planning with advanced estate planning to preserve his affluent clients' legacy from financially ruinous lawsuits.

Gold topped $2,700 an ounce for the first time, as concerns over escalating conflicts in the Middle East and a tight US election race prompt investors to flock to safety.

Like Bank of America, other firms are seeing more gains ahead. Over at Goldman Sachs Group Inc., the trading desk recommended last week Hang Seng Enterprises call spreads and collars — buying puts ...

The partnership aims to make donor-advised funds more efficient for sponsors across the wealth management industry.

The yield pickup to publicly traded corporate bonds and loans is intended to compensate investors for the relative lack of liquidity and credit-quality differences in private debt. It should also ...

A high-profile New York art adviser faces years in prison after admitting she defrauded wealthy clients of more than $6 million to live a lavish lifestyle and pay off debts. Lisa Schiff, who ran ...

Three financial advisors who previously managed about $479 million in client assets at Merrill Lynch have jumped to Raymond ...

New York-based asset management firm Quantify Funds announced the launch of so-called "stacked ETFs" to give advisors greater ...

Naviter Wealth of Little Rock, Ark., has repurchased a minority stake in itself held by Wealth Advisor Network (WAGN), ...

Jeffrey Arsenault stole from two private funds to pay for a lavish lifestyle in Greenwich, Conn., the SEC said.

The Fed cut the benchmark borrowing costs by half a percentage point last month, surprising some investors who expected a smaller reduction. Following a stronger-than-expected payroll report, Fed ...