In the latest iteration of the survey, conducted by Schwab and Logica Research in April and May, 2,200 adults said that it takes at least $800,000 to live comfortably in the U.S. these days, which is ...

LinePoint Partners & Co., a year-old family office affiliation platform for high-net-worth advisors, has tapped a former Rockefeller Capital Management executive as its chief operating officer and ...

The “One Big Beautiful Bill Act” may have been touted as bringing Americans the largest tax cuts in history, but plenty of high-earning taxpayers will end up shouldering a tax increase, said Holly ...

A duo of advisors who managed about $870 million in advisory, brokerage and retirement plan assets at Robert W. Baird & Co., has launched a new firm on LPL Financial’s employee advisor channel, Linsco ...

Provisions of the law are expected to spur construction of new apartment buildings and renovation of older ones.

The Public Investors Advocate Bar Association (PIABA) today slammed the recent decision by the Financial Industry Regulatory Authority (Finra) to approve a $50 million rebate to its member firms ...

Credent Wealth Management, an Auburn, Ind.-based RIA, today announced it has acquired TFG Advisors, a financial advisory firm with offices in Auburn Hills and Ann Arbor, Mich. TFG has assets under ...

Bitcoin surged past $112,000 for the first time, setting a fresh record alongside a broad rally in risk assets that has swept up technology stocks big and small. The original cryptocurrency rose as ...

The Wealth Management Generation Gap The wealth management industry is facing a pivotal moment. The Great Wealth Transition—a $100+ trillion shift in assets from older to younger generations—is ...

Foreign firms account for 89% of green, social, sustainability and sustainability-linked corporate-securities sales in dollars this year, up from 76% through the first half of last year and just 30% ...

The top retirement destination, according to AARP, is Massachusetts, not a state most of us associate with retirement. Florida, more predictably, ranks second. Here’s the full Top 10: ...

Manhattan rents hit a record high for the fourth time in the past five months — and there’s no relief in sight for apartment hunters in the market’s busiest season.