At present, Bernstein, a former chief investment strategist at Merrill Lynch, thinks the bull market that many advisors’ ...

The inspector general warned the IRS already faced a processing backlog of 2 million filings at the end of 2025, including amended returns and taxpayer correspondence. The backlog was 129% higher ...

Mayor Zohran Mamdani is amping up pressure on Governor Kathy Hochul to hike taxes for the richest residents and corporations, asking the state to send billions more in aid to New York City as he faces ...

JPMorgan Chase & Co. and Bank of America Corp. said they will match the U.S. government's $1,000 “Trump Account” contributions for eligible employees.

With the 2025 launch of its Hightower Signature Wealth channel, the Chicago giant, which has $350 billion in assets under ...

The firms that think in decades will outlast those chasing quarters. In a finite world obsessed with immediate results, endurance is the ultimate competitive advantage. Advisors who play for legacy ...

It is the place where the future of wealth and power begins. The number of UHNW families is increasing rapidly. According to Altrata, there are nearly 200,000 UHNW families in the U.S., which is a 20.

Fidelity Investments is launching its own stablecoin, joining a slew of companies across startups and financial institutions with similar intentions. The Fidelity Digital Dollar, or FIDD, will be ...

The holding company comprises the three legacy companies under new brand names: Ascentis Wealth Management (built from ORG), Ascentis Asset Management (built from WealthShield) and Ascentis ...

As always, success depends on execution. Firms must be willing to let go of existing legacy systems, embrace outsourcing where it makes sense, and trust in the power of data to drive decision-making.

President Donald Trump's relaxed tone about the dollar selloff is fueling speculation the U.S. currency is at the start of a longer-term decline.

Rick Rieder, a finalist to lead the Federal Reserve, has donated to some of Donald Trump's most prominent political rivals and Democratic leaders.