CAPTRUST Financial Advisors, the largest RIA firm by assets in Financial Advisor’s 2024 ranking, has announced a partnership with Eaglebrook Advisors, a crypto investment platform, to give advisors ...

The bill was just one of many topics that Summers covered during the webinar, which was called “U.S. Economic Policy: Lessons from the Past for Today and the Future.” It was moderated by Mark ...

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 ...

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 ...

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 ...

To be sure, business owners are used to weathering economic storms and cycles. Yet the current environment may add a degree of complexity to the planning process, experts say. Uncertainty about ...

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.

Some advisors are taking a “better safe than sorry” approach and getting paperwork started early.

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.

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 ...

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 ...