The federal deficit has declined by $516 billion on a trailing-12-month basis since Donald Trump returned to the White House ...

Trump’s campaign promises of no tax on tips, overtime and auto-loan interest were achieved by establishing new deductions. That means the new tax breaks will translate into bigger savings for higher ...

Dublin, Ohio-based Alphera Wealth Advisors, which has $51 million in AUM, has joined Prospera Financial Services’ network of independent advisors, Prospera announced today. Founded by Christina ...

Pacific Investment Management Co. raised more than $7 billion for an asset-based finance strategy, including its first funds designed exclusively for insurance companies and wealthy individuals, ...

The AmeriFlex Group, a Las Vegas-based, advisor-owned hybrid RIA with approximately $13 billion in client assets, has developed a succession planning tool for advisors to make it simpler and more ...

Serial acquirer EP Wealth Advisors, a fee-only registered investment advisor managing more than $40.5 billion in client assets, has acquired Clearview Wealth Advisors, an Arizona planning-focused firm ...

Neal said the Automatic IRA Act builds on bipartisan progress made through the SECURE Act of 2019 and SECURE 2.0, which expanded pooled-employer plans, boosted tax incentives for small businesses and ...

Financial services giant Ameriprise Financial said four financial advisors from various competing firms have joined Kuttin Wealth Management, an established private wealth advisory within the ...

Osaic has tapped Shannon Reid, president of Raymond James’s independent contractor division, to head its advisor recruiting, retention and engagement initiatives.

Ether, the second-largest cryptocurrency, has also entered the arena, with both Morgan Stanley and JPMorgan this month offering notes tied to iShares Ethereum Trust ETF (ETHA).

As traders flee individual tech stocks, they are buying up non-tech sector companies. The “equal-weight” S&P 500 was up marginally yesterday after hitting a record high on Dec. 11. The equal-weight ...

Mercer Global Advisors has acquired McConnell Financial Advisors, an Idaho boutique financial planning firm with about $130 million in assets under management.