Half of today's five-year-olds are expected to live beyond 100, forcing unprecedented changes in retirement planning.

Worries are mounting that bad loans at smaller banks are poised to spill over into other corners of the stock market.

As big tech becomes an ever-larger proportion of investors’ equity portfolios, we caution that passive fund investors may be effectively making a highly active, one-way bet on the AI boom. By their ...

Advisors who handle divorcing clients without the necessary training could expose themselves to fiduciary risks, the CFP Board of Standards says. The board's “Divorce Guide: Navigating Divorce and ...

Focus Partners Wealth has acquired one of its network firms, Sonora Investment Management, a Tucson, Ariz.-based advisor with about $2.4 billion in assets under management. The financial terms of the ...

Carnegie Investment Counsel, a Cleveland RIA, has acquired AHL Investment Management, a Winter Park, Fla.-based wealth management firm with about $220 million in client assets, according to a press ...

Activists on the right are running ads and holding meetings to pressure Republicans to stave off Democrats' demands.

Raymond James recently recruited two teams from LPL Financial that managed a combined total of $420 million in assets to join its independent channel in Kansas and Minnesota. The larger of the teams ...

In 2024, the median adjusted EBITDA multiple for RIA deals reached a near-decade high of 11 times, up from 10 times in 2023, marking a 37.5% increase since 2020. This strong trend continued into 2025, ...

GOP House legislators have introduced legislation to let Americans put alternatives into the retirement accounts.

Despite equities already soaring to record heights amid concerns about a dotcom bubble, UBS Financial Securities upgraded its rating on global equities to attractive from neutral. UBS said spending on ...

A relentless surge in the price of gold is delivering windfalls across emerging markets, boosting investor confidence in countries that mine and buy the metal. In South Africa, home to the world’s ...