The SEC’s early moves signal that the expected policy U-turn under Trump will be even more dramatic than during the president’s first administration. After Gary Gensler, former President Joe Biden’s ...

Memecoins are a type of digital asset often inspired by jokes, current events or trends in popular culture. In February, the US Securities and Exchange Commission said memecoins are not considered ...

Wealth Partners Capital Group (WPCG) and HGGC have made a minority investment in MCF Advisors, a Lexington, Ky.-based advisor firm that manages more than $3.3 billion in client assets, according to a ...

Memecoins will become “digital collectors' items,” she said.

As interest in crypto asset builds among wealthy clients, the IRS has changed how must taxpayers report the holdings and has made cryptocurrency transactions subject to third-party reporting—meaning ...

AssetMark said Ascent is designed to help advisors ensure the continuity of their businesses. The program includes a six-month program for advisors who are new to the industry, a year-long program for ...

JPMorgan Chase & Co. is on track to boost revenue from equities trading by more than 30% this quarter from a year earlier, according to people with knowledge of the matter. If the trajectory holds, ...

US investment firms are rushing to grab a greater chunk of Europe’s market for active exchange-traded funds, an industry projected to grow to $1 trillion in assets over the coming years. JPMorgan ...

Avoid Excessive Fees Other than a handful of superstar elite money managers, the vast majority of fiduciaries fail to justify their costs. Excessive fees have an enormous impact on returns and rob a ...

Included in the long list of trades offering to amp up returns on single stocks — in both a bullish and bearish direction — are those favored by retail traders, such as PayPal Holdings Inc., Roblox ...

Advisors who wait until year's end to act on taxes risk missing out on favorable market conditions that could provide significant tax savings.

Advisors who wait until year's end to act on taxes risk missing out on favorable market conditions that could provide significant tax savings.