U.S. President Donald Trump's war against Iran has turned the price of West Texas Intermediate crude oil into a referendum on ...
Kenneth Thom falsely portrayed himself as an investment guru on Facebook and other platforms, prosecutors said.
The Federal Reserve is about to give America's biggest lenders an extra $200 billion of capital to play with through updated ...
Republican legislators want to lower taxable capital gains by adjusting the cost basis to account for inflation.
Jes Staley’s wife filed for divorce from the former Barclays Plc chief executive officer who stepped down and was then banned from the U.K. financial industry over his relationship with Jeffrey ...
When clients say, “I can do this myself,” advisors often hear a critique of their expertise. The assumption is that clients are underestimating the complexity of investing, overestimating their own ...
As firms scale, advisors risk being treated less like trusted professionals and more like standardized products.
Giant broker-dealer Raymond James recently added a five-member team of financial advisors in Illinois to its independent advisor channel, recruiting them from LPL Financial, where they managed $385 ...
Iran’s latest attack on Qatar damaged facilities that produce about 17% of its liquefied natural gas export capacity, Reuters reported, citing QatarEnergy’s chief executive officer.
Candidates who put off taking the test still have a smaller likelihood of success. Those who took the Level I exam in February with at least one deferral saw a 30% pass rate, compared with 50% for ...
A South Carolina husband-wife advisory duo operating as “The Finance Couple” and overseeing $204 million in client assets has joined giant broker-dealer Osaic through one of its affiliates.
Financial planning firms have largely shifted to a fee-for-service model as they seek ongoing planning relationships with more predictable, recurring revenue, according to a report by payment ...
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