Karen DeMasters

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Retirement Plan Sponsors Refocusing 401(k) Efforts, Fidelity Says

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Retirement plan sponsors are shifting concerns from cost cutting to helping employees, Fidelity says.

$100M Pension Scheme Nets Thousands Of Victims, Lawyer Says

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Victims are filing suit to recoup money lost in opaque and risky investments, a lawsuit says.

Raymond James Attracting Advisors As Migrations Mushroom

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The broker-dealers industry is in flux, and Raymond James is looking to gain a large share of advisors.

How Much Would You Pay To Relive Your Child's Birth?

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People would pay a lot to revisit big moments in their life and in history, a survey found.

Spouses Need To Think Carefully About When To Take Social Security Benefits

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When one spouse dies, such decisions will heavily impact the income that is left for the surviving partner.

SunTrust Banks Expands Presence In Ohio and Kentucky

by PW Staff

Two new SunTrust Private Wealth Management offices have been opened in Cleveland and Cincinatti.

RIA M&A Activity Up And Down In 2018

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A record-breaking first quarter was followed by a slow second quarter for RIA deals, TD Ameritrade said.

Sticker Shock May Hit Clients Who Want To Retire To This Sunny Locale

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Three advisors give their take on the portfolio needed for a community with more destination spas than anywhere in the U.S.

Former 'Dissident' Finra Candidate Now Runs As Insider

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Brian Kovack now has the support of the Finra Nominating & Governance Committee.

Scottsdale Investment Manager Hires Plastic Surgeon With Clients’ Money, SEC Says

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David Harbour told investors they were putting their money in an American Indian business.

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