That shift is driving the firm’s goal of $400 billion in private markets fundraising from this year through 2030. The firm has said it will have about $220 billion of private credit client assets once ...

Wealth intelligence platform FINTRX Is introducing an AI-driven data tool called M&A SmartView for acquirers of RIAs, including private equity firms, aggregators and individual RIAs, to enable them to ...

Under Powell’s leadership, the Fed was determined to incorporate those lessons by pledging not to choke off future labor-market expansions — so long as price pressures remained in check — allowing ...

Republican senators are considering placing a $30,000 cap on the state and local tax deduction as a compromise between current law and the more generous limit in House’s version of President Donald ...

Paul Tudor Jones sees the U.S. dollar dropping over the next year as short-term interest rates fall sharply, he said. Jones, who founded the $16 billion macro hedge fund Tudor Investment Corp., said ...

Raymond James has lured a Kansas advisor to its bank and credit unions channel from UMB Financial Services, where he previously managed about $260 million.

Anchyra Partners brings two Goldman advisors together with a Stephens veteran. They previously oversaw $2.6 billion.

The Angelo Planning Group is one of the largest new affiliates to date to join the elite Waltham, Mass.-based Commonwealth, which announced in March that it would be acquired by LPL Financial in a ...

The Waltham, Mass.-based Commonwealth partnered with Wealth.com after hearing from its advisors for years that they wanted to offer estate planning services to their clients. Those demands grew louder ...

Advisors Are Seeing It Firsthand Nathan Sebesta, owner of Access Wealth Strategies in Artesia, N.M., said discussions about taking Social Security early have become more frequent among his clients, ...

Thune’s comments come as Senate negotiators tweak the House-passed version of Trump’s giant tax package ahead of a self-imposed deadline to pass the measure before the July 4th holiday, with Thune ...

The U.S. economy in 2025 has so far been resilient in the face of tariff fallout and sticky inflation, but that’s changing fast, according to the Wells Fargo Investment Institute’s midyear outlook.