Wall Street was rattled by President Donald Trump’s threats to impose aggressive tariffs on the European Union and Apple Inc.

Fresh from a big technology overhaul, Cook Islands National Superannuation Fund is ready to start diversifying its portfolio ...

A coming wave of "horizontal" wealth transfers will send more than $50 trillion to older American women, according to a recent report.

People over 65 who remarry after a death or divorce can face thorny financial questions — especially when it comes to ...

“The biggest challenge for solo retirees is that life is more expensive,” says Jason Evans, a Winnipeg-based, fee-only ...

Based in Seattle, Washington, Ashley Velategui will report to Bernstein Investments and Wealth Strategies head Alex Chaloff.

Someone born today is likely to live to 84 with the average life expectancy predicted to jump by 90 by 2050. For advisers, this has consequences for retirement planning and new strategies for wealth ...

Longtime Wall Street financial advisors Paul Carlson and Thomas Fautrel formed a private firm eight years ago just to serve their own clients. It didn’t stay that way.

Women are a growing force within wealth management, and some have advanced to the most important roles in the industry, helming large banks or wealth management operations. For six years ...

Investing long term and building a ‘resilience reserve’ are just a few ways advisers are guiding their clients through an ...

Couples who align their systems, even loosely, tend to build more wealth, because they’re rowing in the same direction. A study by Bread Financial found that 45% of people in relationships have ...

Here’s the truth about relationships: Money talks can get awkward. From his experience working with hundreds of couples, Andrew Lokenauth, money expert and owner of BeFluentInFinance ...