Merrill Lynch CEO Stanley O'Neal says the firm could purchase a consumer bank as part of a strategy to make his firm's retail brokerage operation more attractive to small business clients

Help clients prepare to win the longevity sweepstakes

There is a hall of fame for just about every industry: The insurance, advertising, and accounting professions all have one. But not financial advisors

During the 1990s, S&P 500 index funds were all the rage and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns: During the five years ending in April, the S&P 500 averaged just 2.7 percent annually...

Seventy-seven percent of small businesses, according to a recent MasterCard survey, are not as prepared as they should be for disaster.

Having acquired four wealth-management firms in the past 18 months, E*Trade is still just getting started on its acquisition strategy, says Jon Foster, head of wealth management for the firm.

In the 1990s, fund manager James O'Shaughnessy caused a stir with his bestseller, "What Works On Wall Street" . The book's conclusion: The best strategy for superior returns was to invest in small-cap value stocks.

SEC Tackles Wachovia Insider

Sometimes it's better to fight than to settle

Simple ways to calculate true savings and investing records for education, retirement, and life insurance