Lawyers for the former Miami Dolphins safety have filed a claim against Merrill Lynch to recoup the alleged losses.

High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct ...

Freelancing can be notoriously difficult, but a new tax break might make things easier— that is, if you’re already wildly ...

The former Dolphin’s ex-financial advisor was arrested in Florida on June 25 on an out-of-county warrant for his alleged role ...

Earning $20,000 in dividend income is an impressive accomplishment, but there's more to do to ensure he's ready for retirement.

What Is a Financial Advisor? A financial advisor plays a pivotal role in shaping an individual's or an organization's financial future. Their responsibilities span from offering personalized financial ...

Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors ...

If you’re ready to retire, put more of your money to work today. Don’t wait to do it.  Just do it. Get in touch with your ...

If you’re a financial advisor, chances are you’ve built dozens, if not hundreds, of retirement plans. You’ve mapped out ...

Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous ...

Over at Osaic, Brent Bridenback, founder of Bridenback Wealth Management in Cle Elum, Washington, chose to depart from ...

The following are the four biggest challenges I wish clients would have admitted to me sooner.