As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build ...

Active ETFs continued to take a growing share of U.S. ETF inflows, rising to 24.6% in 2024 from 14.6% in 2022.

Thiel's Indivisible Partners is now live and has recruited a former Merrill advisor team, New York-based Woodring I LeRoy ...

Tax-aware investing strategies can help transform a portfolio from good to great by maximizing after-tax returns and ...

A correction may seem overdue, but timing it is hard and regular investments pay rich rewards in the long term.

In addition, an interesting read on understanding large language models and the NCIRP is seeking public comment.

Atlas Financial Advisors falsely claimed Morningstar had “verified” and “validated” the hypothetical performance of its proprietary “Portfolio Shield” strategies, according to the SEC. It is the ...

In an Indiana state court filing this week, the parties agreed to cover their costs. The suit sprang from a dispute over EverNest’s attempt to buy back a management interest in its firm from Sanctuary ...

This growing alternative asset class focuses on purchasing and leasing aviation assets and can provide diversified and uncorrelated returns.

Bitcoin fan and MicroStrategy Inc. co-founder Michael Saylor also took advantage of surging crypto prices by doubling down on his tactic of purchasing the largest token for the company’s reserves.

AI is reshaping wealth management by driving personalized client interactions and enhancing operational efficiency.

The Humphreys Group was founded in 1983 by Henrietta “Henri” Humphreys, a trailblazer in fee-only financial planning. Bourdo ...