UBS Wealth Management Americas is starting a new program this week to help finanical advisors who want to leave the business find new homes for their high-net-worth clients. The incentives to participate could total 230 percent of their...

Just follow the smell of money. | Jorge Jimenez/iStock/Thinkstock Connecticut has the highest number of individuals making over $1 million in income, accounting for 0.63 percent of the state’s tax-paying population, according to a recent study...

The defined benefit pension: the golden age of retirement security, or not so much? It’s a key question in the debate about the retirement security crisis facing so many Americans. The percent of households working in the private sector with ...

Building a behemoth. Vanguard saw a net $219 billion flow into their U.S. mutual funds and ETFs in 2014, and is on track to account for 20 percent of total industry assets by the end of this year. Morningstar calls it the most dominant fund co...

A clean bill of health means a happier retirement. | Brian Bahr/Getty Images Retirees would rather be healthy than wealthy, according to a new study by MassMutual Retirement Services. Eighty percent of retirees in better health report having a...

The National Endowment for Financial Education and the Financial Planning Association have launched a tournament bracket of their own—to help investors and consumers determine their top four financial priorities. The groups also had financial...

Company stock in retirement plans has been falling out of favor in the post-Enron era. But the concentration of employer stock in 401(k) plans is higher today than you might think. The numbers should raise red flags for advisers aiming to...

Managed investment solutions are on the rise. | urfinguss/iStock/Thinkstock Assets in managed accounts, such as rep-as-portfolio manager programs, unified managed accounts and mutual fund advisory programs, passed $4 trillion at the end of 201...

Because kids. | bobaa22/iStock/Thinkstock Boomerang kids ruin retirement for their parents, according to a new survey by market research firm Hearts & Wallets. The survey found that boomers 65 years old and older who have financially independe...