Adding to this year’s planning haziness is the election. Its outcome will undoubtedly affect the tax code’s future. So if a tax move today paints the client into a corner and the law’s eventual ...

Cerity, with more than $103 billion in assets under management and 35 offices across the country, said in a press release that combining with SBC will add $1 billion in AUM to the acquisitive ...

Merrill also added Michael Puleio and Laura Bokser to its Private Wealth Management office in New York City under Regional Managing Director Nathan Marsden. Previously at JP Morgan, Puleio, a managing ...

The Family Office Resource Group will offer family-office solutions to advisors and other financial professionals.

A direct hit is looming for a thriving retirement mecca that has long avoided the worst effects of powerful storms.

Cetera Financial Group, the nation’s fifth-largest independent broker-dealer by revenue, said today it had agreed to buy Concourse Financial Group, the hybrid broker-dealer/RIA arm of Birmingham, Ala.

How much cat-bond investors will be called on to pay to cover Milton’s impact depends on the scale of the damage. Florida Citizens, the state’s insurer of last resort, stands to collect about $500 ...

In the Ivy League, Columbia University’s 11.5% return is the best so far, while Dartmouth College and the University of Pennsylvania reported single-digit gains. Harvard and Yale, which have the ...

As advisors anticipate the impact of the new Fed rate-cut cycle on client portfolios, many will probably rely on the conventional wisdom that cyclicals are likely to benefit the most.

Mohamed El-Erian says that the guessing game that’s taking place over the Federal Reserve’s path for monetary policy is creating market ...

The frenzied trading sent China’s CSI 300 Index soaring 11% at the open, only for the gains to more than halve within an hour. Over in Hong Kong small losses quickly turned into a 10% plunge, the ...

The Northeast's elite universities are failing local students. It's time to stanch the outflow of young people from the region.