Lido Advisors, a Los Angeles wealth advisory firm with more than $29 billion in regulatory assets under management, announced it is acquiring Utah RIA Olympus Wealth Management, which manages more ...

It was “a bit of a surprise given the rally and risk events looming,” said John Briggs, head of US rates strategy at Natixis North America. He pointed to this week’s Treasury Department’s announcement ...

Reviving the corporate head tax is among the options Johnson is considering as he crafts a spending plan for 2026. Like many municipalities, Chicago is contending with a depletion of federal ...

Annuity sales hit a new record of $223 billion in the first half, a 3% year-over-year gain, according to Limra, the Windsor, Conn.-based research organization.

Ablin, a founding partner of Cresset and a former CIO of BMO Harris Bank, has been with the firm since 2018. In his new role, “he will focus on analyzing and distilling macroeconomic trends impacting ...

As part of a settlement Chad M. Rogers signed without admitting to or denying the regulator's findings, the regulator fined Rogers $5,000 and suspended him for 45 days, citing violations of Finra Rule ...

Blackstone confirmed in a statement that LePatner was among those killed by a gunman in the shooting spree at 345 Park Ave. in Manhattan on Monday. “Words cannot express the devastation we feel,” the ...

Gold could hit $4,000 an ounce by the end of next year as the Federal Reserve cuts rates to cushion the US economy, the dollar drops, and central banks keep adding holdings, according to Fidelity ...

“Fixed-income investors have the opportunity to invest directly in specific data centers,” Steve Liberatore, Nuveen’s head of the fixed-income strategies related to ESG and impact investing, said in ...

GTCR, a Chicago-based private equity firm, has agreed to acquire FMG Suite, a leading provider marketing automation software designed for financial advisors and insurance professionals, from Aurora ...

High interest rates have also caused problems in the housing market, a theme Trump has seized on in his broadsides against the Fed. While consumers have generally done better at keeping up with ...

Estate planning is not a checklist item; it’s a chance to offer much needed guidance. By building a practice that’s reflective of the needs of today’s clients, and equipping that team with a modern ...