Clear as mud. After topping $2 trillion in U.S. assets, the ETF market still remains a mystery to many investors. In a recent survey by Fidelity and BlackRock, less than one-third (32 percent) of individual investors currently own ETFs in ...

Wes Long, head of Wedbush Securities’ private client services group, has left after nearly 20 years with the California-based brokerage, according to BrokerCheck. ...

Those who live in D.C. pay more than anyone else. | Copyright Justin Sulilvan, Getty Images Where do people pay the highest federal taxes? Washington D.C., according to MoneyRates.com. The site calculated that residents of the District pai...

The former First Allied chief operations officer jumped onboard Derek Bruton’s Lucia Capital Group on Monday as president of the firm’s broker-dealer operations...

Donald Froude, president of Ameriprise Financial’s Personal Advisors Group, will step down from his role at the end of the month, according to an SEC filing. Froude, who joined the firm as head of the advice and wealth business in September...

Ben never goes out of style. | Tsokur/iStock/Thinkstock Schwab’s Intelligent Portfolios’ use of a cash allocation for even the most risk-tolerant investor has caused a dust-up among financial bloggers that goes beyond the robo-advisor debate...

There will be no back-to-back champion this year in Wealth Management Madness...

If it were only that easy. | Noppadol_Anaporn/iStock/Thinkstock One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made s...

Debate ignites over 'no-fee' claims