The flow of clients moving to online wealth management services from traditional banks could increase sharply as wealthy clients focus more on low fees and warm to online advice, the co-founder and CEO of British start-up Nutmeg said...

Wall Street's industry-funded watchdog is crafting guidance that would give brokers clarity about delaying transactions made by investors whom they believe may be suffering from dementia or are being influenced by caregivers, its chief said on...

Asia is quickly becoming a "sweet spot" for U.S. investors eager to boost portfolio returns at a time the bull market in U.S. stocks is expected to lose some steam, a top hedge fund investor said...

Shareholders are about $50 billion worse off for having put money into non-traded real estate investment trusts rather than exchange-traded versions, a legal consultant for investors said on Tuesday...

Morgan Stanley (MS.N) has ambitions to become a full-service bank for its wealth management clients, and has begun offering credit cards, debit cards and an array of cash-management products and services, two senior executives said on...

One of Morgan Stanley's (MS.N) most senior executives said he believes the U.S. Federal Reserve will begin lifting its interest rate targets in September - and may raise them a second time before the end of the year...

Merrill Lynch brokers plan to pay renewed attention to people with $250,000 to $1 million to invest, a wealth cohort that many big brokerage firms have been ignoring as they pursue clients with multimillions, John Thiel, head of ...

A judge in Georgia agreed on Wednesday to appoint a mediator to help settle a dispute between the late Martin Luther King Jr.'s children over whether to sell his 1964 Nobel Peace Prize medal and the Bible he carried during the civil rights...

May 29 When financial adviser Rick Kahler wanted to revamp his marketing strategy three years ago, he decided to learn about the hype surrounding "search optimization."...