A virtual family office provides high-net-worth families with enhanced flexibility, scalability and cost-effectiveness.

Back to investments. Clients might think you are like the first agent: There if you need them, but you are one of thousands of clients otherwise. In reality, you are like the second agent, working ...

Vought has been driving this, promoting the legal argument that when Congress appropriates money for something, the president ...

Morningstar Inc. has been rating stock and bond funds for everyday investors for years. Now it will award gold, silver and ...

When we look at a mother’s financial journey, it can be broken down into stages. Here’s advice from the Trust & Will Expert Advisor Panel throughout motherhood.

Trump’s 2017 tax package, which Republicans are moving to renew, implemented an endowment levy of 1.4% on net investment income, similar to one that private foundations pay. That levy generated more ...

Public universities offer lower average tuition costs, but the savings look better for higher-income families.

In the summer, new bond sales tend to slow down while money flowing back to investors increases — creating a supply and demand mismatch that boosts prices. The 10-year monthly average returns in May, ...

Earnings for LPL Financial, the nation's largest independent broker-dealer, increased 11% in the first quarter as the firm prepares to complete the acquisition of Commonwealth Financial Network, the ...

The National Oceanic and Atmospheric Administration, or NOAA, announced Thursday it will “retire” its popular database of climate and weather disasters that caused at least $1 billion in damage, a ...

The State Street Target Retirement IndexPlus Strategy provides access to the public markets through State Street index strategies combined with a diversified portfolio of private market investments ...

UBS Group AG is in talks to sell its hedge fund unit O’Connor to Cantor Fitzgerald LP, a move that would end a more than three-decade run of ownership by the Swiss bank, according to people familiar ...