The strategist, who coined the popular Magnificent Seven term to refer to the handful of tech stocks that powered the S&P 500’s 70% rally since late-2022, said investors have become overexposed to US ...

All stakeholders are looking at the way forward,” said Janet Ruiz at the Insurance Information Institute, an industry-funded consumer education organization in New York City. She cited efforts to ...

“This enhancement builds upon the announcement of CBOJ, the world's first 100% Protected Bitcoin ETF, and continues our tradition of bringing innovative options-based and risk-managed investment ...

AlphaCore Wealth Advisory, a registered investment advisory firm in La Jolla, Calif., announced today that it has agreed to acquire enTrust Wealth Advisors, a San Diego RIA managing more than $420 ...

Many investors do not believe that they will need long-term care or are underestimating how much it will cost.

Stanford Law School Professors Joseph Bankman and Barbara Fried had meetings in recent weeks with lawyers and other figures considered to be in Trump’s orbit about clemency for their 32-year-old son, ...

“It is essential that investment advisors receive the same support as other small businesses,” said Karen Barr, president and CEO of the IAA, in a statement. “These professionals help millions of ...

Preparing for the next gen will mean retooling practices to consider younger clients’ desired needs, wants and pricing strategies, which may be less profitable than the 1% assets-under-management ...

But its leadership noted the difficulties of competing with private equity for RIA talent in the private client space.

“Office has bottomed, particularly in stronger markets and better-quality buildings,” Blackstone President Jon Gray said in an interview before the firm reported fourth-quarter earnings Thursday. The ...

Mallouk, 55, who maintained a majority stake, has seen his net worth jump to $10.6 billion, according to the Bloomberg Billionaires Index, which is valuing his wealth for the first time. That puts him ...

CEG Insights research reveals just how important teams can be in driving some of advisory firms’ most crucial key performance metrics—and how a lack of team cohesion can damage firms’ prospects for ...