Of course, advisors are poised to benefit in offering more services, but to win clients, especially in the ultra-competitive dash for high-net-worth clients, the smart advisors will have to “reinvent ...

Senator Mike Crapo, who leads the Senate Finance Committee, told conservative radio host Hugh Hewitt on Thursday that he’s “not excited” about the proposal to raise taxes, but there are a “number of ...

UBS has unveiled research aimed at preparing women who inherit substantial sums of money to better navigate a smooth wealth transfer.

Zoom out. A few months ago, Bill Gates predicted that in the age of AI, only three jobs are truly safe: coders, energy experts and biologists. That’s it. People who can teach the machines, power the ...

The three-member team at Mathis Wealth Management in Sanford, N.C., with about $200 million in assets under manamagnet, has joined Davenport & Company, a dually registered, employee-owned financial ...

The move pushed two- to seven-year yields higher by at least 10 basis points on the day after Trump urged people to buy stocks based on the latest trade developments. Though details have yet to be ...

The agency sued Loral Langemeier for allegedly raking in undisclosed commissions on sales of unregistered securities.

By all accounts, the first quarter of mergers and acquisitions for advisory firms was hot, hot, hot. Not only did total deal numbers hit a new record for Q1, but historic trends based off first ...

U.S. labor productivity fell in the first quarter for the first time in nearly three years as economic output declined, snapping a streak of efficiency gains that have helped temper the inflationary ...

Wirehouses and broker dealers risk losing between $15 billion and $30 billion a year in fees that they currently collect from the mutual funds they offer to customers, according to a report released ...

White men occupy about 49% of the S&P 500 board seats. That compares with U.S. Census data showing that White men currently make up about 30% of the U.S. population and about 39% of the workforce, ...

Infrastructure head Raj Agrawal got the nod to oversee KKR’s real estate unit in addition to his own earlier this year, handing him a newly combined business totaling about $171 billion at last count.