The accounts, which go by the acronym UMA, combine a mix of mutual funds, exchange-traded funds and another vehicle called a separately managed account, which typically holds a portfolio of individual stocks and bonds selected by a professional money manager.

When Kathy Stepp started her fee-only practice in 1992, the certified financial planner and certified public accountant saw her Overland Park, Kan., practice growing into something bigger than a one-woman shop. Exactly how, she wasn't sure.

U.S. insurers' sales of variable annuities rose 24% in the first quarter, led by policies that promise lifetime income and protect against market drops, at a time when investors are still wary of stocks.

A group of Senate Democrats have called on HUD Secretary Ben Carson to reverse his agency’s opinion that borrowers in the Deferred Action for Childhood Arrivals program are ineligible for FHA loans.

There is bipartisan agreement in the Senate that Fannie Mae and Freddie Mac are "too big to fail," but some lawmakers are skeptical that a SIFI designation is appropriate.

The president signed an executive order Tuesday establishing a White House council dedicated to examining regulatory barriers to affordable housing.

Lenders must not use new technology and increased access to credit products as a way to exploit borrowers into overextension.

The FTX collapse and other recent disasters in the cryptocurrency space show that there is an urgent need for oversight. A self-regulatory body would get there fastest, while preserving the ethos of cryptocurrency.

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