Misson Wealth, a Santa Barbara, Calif., RIA with more than $10.6 billion in assets under management, announced yesterday that private equity firm Great Hill Partners had taken a “minority” stake in ...

“A rising [dispersion index] implies that the market expects the differences in returns between stocks in the S&P 500 to go up,” wrote Aniket Ullal, head of ETF research and analytics at CFRA Research ...

Investors will likely only be able to assess market opportunities once the trade negotiations take place over the next four to six months, Mobius said. He added he will not hold so much cash for “more ...

A generational opportunity to buy world-class businesses at bargain prices awaits investors by simply venturing outside of ...

Americans in their 20s continue to have lower employment and labor-force participation rates than before the pandemic, and ...

Rethinking its monetary policy framework will make the central bank stronger, not more vulnerable to an unpredictable president.

Former Treasury Secretary Lawrence Summers said that bond-market pricing doesn’t amount to a judgment call on what the Federal Reserve ought to do with interest rates, and that it would be a “very ...

Torrance, Calif.-based EP Wealth Advisors, a national RIA with $32 billion in AUM, has acquired NBS Financial Services, EP Wealth announced Wednesday. The move expands EP Wealth’s office in Westlake ...

Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.

Such a SALT change could cost about $25 billion per year, Malliotakis said, but that depends on the size and duration of the cap adjustment. She said she opposes any changes to the alternative minimum ...

Mariner has established its eighth office in the Buckeye State with the acquisition of Hyre Personal Wealth Advisors, which previously managed about $325 million in assets under advisement while ...

PartnerConnect is an integrated platform where advisors create, manage, and monitor their clients’ small business 401 (k) plans. It helps advisors work more efficiently by eliminating many of the ...