Investors moved money out of Switzerland before the government shares their data with tax authorities.

If you believe that the job of a sell-side analyst is to tell people which stocks to buy and which ones to sell, you need to stop believing that right now, because it is not true.

Matrix Wealth Partners, in registering as an investment adviser last month, disclosed that it’s partly owned by former Lehman Brothers head Richard Fuld.

Half of all investors -- and 79 percent of those ages 30 to 39 -- are interested in paying for financial advice.

Wealth-management revenue climbed 3 percent to a record $3.99 billion, as profit jumped 16 percent to $891 million.

Billing errors affected more than 149,000 clients between 2002 and 2016.

Samuel Wyly is selling his Dallas mansion and moving into the luxury Edgemere retirement community.

Judge rules proof lacking to convict Guy Wildenstein

Software from data-aggregation company Addepar Inc. is now used by the bank’s largest private-wealth teams

The Republican-controlled Congress may require that a quarter of gifts to the wealthiest colleges be used for middle-class financial aid or they won't be tax deductible.