When planning your estate, leave instructions for handling your online accounts, data and other electronic affairs.

Open a new bank account today and earn a top interest rate. Our experts have researched the best rates on checking, savings, ...

Explore our detailed 2025 Wealthfront review for beginner investors. Learn how to simplify investing with automated ...

According to Gallup’s 2023 Honesty and Ethics poll, a mere 12% of American adults believe stockbrokers are highly ethical. This places them just above members of Congress, car salespeople, and ...

Federal legislation to protect workers’ retirement savings was signed into law in 1974: the Employee Retirement Income Security Act, or ERISA. It's having a midlife crisis.

The hybrid RIA is the latest firm to face allegations that it enriched itself at customers' expense by paying unfairly low interest rates in its cash sweep programs.

Federal Judge Reed O’Connor ruled in Spence v. American Airlines that the airline breached its fiduciary duties under the ...

Plan fiduciaries of the Allstate 401 (k) have prevailed in a fiduciary breach suit challenging their selection of a set of target date funds and advisory services. Plan fiduciaries of the Allstate 401 ...

On October 21, 2024, the Securities and Exchange Commission’s (the “SEC”) Division of Examinations (the “Division”) published its ...

Many employer-sponsored defined contributions plans, including 401(k) profit sharing plans and money purchase pension plans ...

They have no fiduciary duty in many cases and can profit from customers’ confusion. But where’s the line between unsavory and ...

Electronic records and electronic communications are electronically kept by banks, brokerages, and other institutions to store important customer account information and communications.