Savvy Wealth, a New York-based fintech company that specializes in AI support for financial advisors, has added former LPL CEO Mark Casady to its board and closed its $72 million Series B funding ...

President Donald Trump is meeting with a faction of conservative lawmakers at the White House who have threatened to sink his signature tax legislation over its $3.4 trillion price tag as lawmakers ...

A bond trader himself, Fink built BlackRock on fixed income, and HPS is at the forefront of how that business is changing. Rick Rieder, who heads up BlackRock’s roughly $3-trillion fixed income ...

Interest in alternative investment products continues to be strong among financial advisors, but firms going into this arena need help with education and technology, according to a new report ...

The Senate bill temporarily raises the SALT deduction and adjusts it annually for inflation. In 2026, the cap would increase to $40,400, followed by 1% hikes through 2029. Starting in 2030, it would ...

While Microsoft, Nvidia and Meta have been responsible for roughly half of the S&P 500’s gains this year, Netflix Inc., Broadcom Inc. and Palantir Technologies Inc. have also been big contributors.

Among those Gen Xers who already know they would switch advisors, 44% said they already have another relationship in place and 15% said they’d prefer to manage their own money.

BlackRock Inc., the world’s biggest asset manager, is seeing rising interest from its global clients in diversifying away from the U.S. and into other markets.

Zambia’s stock market, which is also outside of the MSCI benchmark, is up 31% in local currency this year at a record high. The economy is forecast to expand at least 6% in 2025, buoyed by improving ...

As well as struggling to sell, buyout firms have been reluctant buyers, too, barring a few exceptions such as KKR & Co. Even as overall M&A values bounced in the three months through June, private ...

Financial industry veteran Gordon Ross has been appointed president of San Francisco-based DeVoe & Company, a prominent consulting and M&A advisory firms for RIAs, the company announced. Ross will ...

The municipal-bond market is poised to go to infinity — and beyond — with a new financing tool included in President Donald Trump’s tax and spending bill that passed the Senate Tuesday. The ...