A federal judge in Montana has let a family move forward with most of its allegations against a team that helped it use premium financing to buy $67.5 million in cash-value life insurance in 2014 and ...

The deal is tied to the SEC's pursuit of Stephen Romney Swensen's estate in an alleged $29 million securities scam.

Suze Orman has been giving financial advice for more than 45 years, first as a financial advisor — at Merril Lynch, Prudential Bache and her own firm, The Suze Orman Financial Group — then as an Emmy- ...

A U.S. Tax Court has ruled against a business owner who used a micro-captive property and casualty insurance arrangement funded with cash, an annuity and a cash-value life insurance policy, agreeing ...

Cambridge Investment Research says it has an arftificial intelligence-driven tool that can open accounts in 17 minutes — much faster than the nine days it typically takes for a staff team to do so.

A high-interest 'relationship' certificate of deposit rolls over to a low rate without warning, a customer complains.

Financial advisors are constantly mingling with wealthy people. They are clients. Perhaps they are rich relatives. They are ...

U.S. annuity issuers went into the second quarter of 2025 facing economic uncertainty, tough competition and a 2024 that ...

ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to gui ...

But, hiring data shows, they are increasing growth projections and are desperate for technology and analytics talent.

This year's rankings highlight schools with the best locations, financial aid, professors, dorms, food and more.

Just because a client successfully accumulated significant wealth doesn’t necessarily mean they’re ready to manage it.