Suitability standards for life insurance and annuities haven't stood still. They've been revised and reinterpreted over time.

Two scales assess a romantic partner’s value: a cognitive scale that measures traits and achievements, and evaluative scale that judges personal suitability.

Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.

A large percentage of investor arbitration cases involve claims that an investment recommendation was unsuitable. I first wrote about the concept in July 2009 (See, "Suitability Claims.”) The concept ...

The Financial Industry Regulation Authority (“FINRA”) updated the suitability requirements for brokers in July 2012. FINRA’s goal was to codify principles found in case law and expand language to ...

As the implementation date for the SEC’s Regulation Best Interest approaches, FINRA is taking steps to amend the language in its own rules on suitability to make them better align with the SEC's ...

Financial advisors, portfolio managers and exempt-market dealer (EMD) representatives must take extra care in knowing their clients, knowing their products and determining suitability. That was one of ...