She possesses substantial private and public equities and has already utilized her lifetime exemption. She also believes her children have sufficient resources. Her $70 million investment generates ...

Senate Republicans broke with their House counterparts on pivotal legislation to carry out President Donald Trump’s agenda Wednesday after weeks of rising frustration with House Speaker Mike Johnson’s ...

Bond traders can’t predict what U.S. President Donald Trump will do next, but that uncertainty can be exploited to generate strong returns, according to Pacific Investment Management Co.’s chief ...

Advisors can once again feel comfortable using bonds as a diversifier within their portfolio given the current yields they are experiencing, according to a new report published by Vanguard. The report ...

A broken portfolio is not as big a deal to an investor as broken trust with their advisor. That’s the revelation of a new study by CapIntel, a Toronto financial technology company. The company found ...

An unlikely pair of U.S. senators have crossed the political divide to introduce a bill capping credit card interest rates at 10% for five years. The bill was introduced Tuesday by Republican Josh ...

Financial advisors can play a critical role as part of the professional support teams of these elite athletes and performers.

Commonwealth Financial Network has added Schneider Wealth Strategies, a New York City-based firm that managed more than $320 million in client assets, according to a news release. Founded by David A.

Apollo Global Management Inc. is seeking to build a marketplace that would allow investors to buy and sell high-grade private assets more easily, while encroaching further into terrain once dominated ...

Now, a group of academics claim they’ve put a price tag on the resulting cost to pension funds and other market participants known for their rebalancing activity: $16 billion a year.

Denver RIA acquirer Mercer Global Advisors has announced the acquisition of Financial Partners Group, a Tennessee practice managing $660 million in client assets, according to a press release.

It’s a time when advisors must know what they can and can’t do for clients—and when they sometimes must go out of their way to work with their clients’ tax professionals. “Advisors aim to keep taxes ...