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 ...

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 ...

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 ...

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.

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 ...

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 ...

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

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 ...