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 ...

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 ...

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 ...

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.

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.

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 ...

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 ...

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.

The Magnificent Seven have driven the S&P 500’s earnings expansion and equity returns, with the group comprising about one-third of the benchmark’s weight. They’ve made up more than half of the ...

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.