A recent decision by the Indiana Supreme Court reminds practioners of the difficulty plaintiffs can face trying to prove undue influence in a will change. In Lasater v. House, 841 N.E.2d 553, the court excluded as hearsay numerous statements made...

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Financial advisors need to take better care of their clients, because if they do, their clients will take care of them. And if they don’t, well, they stand the chance of losing a good chunk of their business.

When it comes to investing, the bottom line for your clients is, well, the bottom line.

While Americans continue their love affair with foreign cars, wines and watches, they remain cool to foreign stocks even as the reasons for investing in them grow stronger.

Advisors looking for more information on hedge funds can now turn to Morningstar.

What do ELKS, ASTROS, BULS, ARNs, BOXES and ComPS all have in common? They’re all part of the fledgling “structured products” boom. Wirehouses and banks are marketing them as diversification tools

In his first four months as head of Morgan Stanley's brokerage unit, James Gorman wasted no time showing that a new regime was in place.

Morgan Stanley fought Meow, and won. Seriously.

SEC Tackles Wachovia Insider