Many women will seek out recommendations from other women to help them choose an advisor, according to an Edward Jones survey. Of more than 400 financial advisors surveyed, 72% said they gained female ...

In 2021, the DOL under President Joe Biden’s administration published a supplemental letter clarifying that it didn’t endorse or recommend private equity investments in 401 (k) plans, a move that was ...

The incoming Republican majorities in Congress mean Trump can enact a tax bill without making concessions to Democrats.

Federal Reserve Chair Jerome Powell said the recent performance of the US economy has been “remarkably good,” giving central bankers room to lower interest rates at a careful pace. “The economy is not ...

With a solid understanding of the technical aspects of charitable planning, wealth managers can dramatically move upmarket.

Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the third quarter ...

Robert “Rob” B. Anderson and his son, RJ Anderson, operate Prosperity Investment Management in Chico, Calif. They've joined LPL Financial’s broker-dealer, RIA and custodial platforms. The duo offers ...

Scottis famous for her large grants to small nonprofits with little of the red tape that's typical of big philanthropy.

Gensler, appointed to the post in April 2021 by President Joe Biden, has been one of the prime targets of GOP conservatives during his time as agency chief, with political opponents focusing much of ...

The lawsuit is the latest chapter in an ongoing legal battle between Hightower and one of its former advisors.

CAPTRUST Financial Advisors today announced that it has acquired Boston Financial Management, one of its largest deals, adding nearly $5 billion in client assets and three new locations across the New ...

US household debt climbed to a fresh high last quarter, with rising incomes leaving many consumers able to manage the burden, but lower-income groups showing signs of financial strain.