Trump has rolled back tariffs on agricultural products after realizing Republicans were paying a political price for his ...

The SEC is putting advisor mergers and acquisitions and alternative fund-of-funds, and how they impact investors, at the center of its 2026 exam priorities, according to Christina Schleppegrell, the ...

Carson Group, a Denver-based RIA overseeing more than $50 billion in clients, has acquired Total Wealth Planning, a Cincinnati-based wealth planning firm with about $1.45 billion in assets under ...

Shares of Federal Home Loan Mortgage Corp., known as Freddie Mac, were up about 3.7% at 11:58 a.m. in New York, while the stock of Federal National Mortgage Association, known as Fannie Mae, climbed ...

Plymouth, Mass.-based Blue Hills Wealth Management and Fairport, N.Y.-based Converge Wealth Partners join the hybrid RIA.

Elon Musk’s foundation gave away a record $474 million in 2024, with the vast majority again going to entities he controls. The Musk Foundation sent about $370 million to the Foundation, a nonprofit ...

The asset once expected to “go to the moon” is struggling to keep pace with Treasuries. Bitcoin has fallen nearly 30% from its 2025 peak, lagging behind everything from tech stocks to T-bills.

Empathy is not a “soft skill.” It is the new alpha. It deepens trust. It protects clients from themselves. It unlocks referrals, loyalty, and share of wallet. Most importantly, it keeps humans from ...

Financial advisors can help clients look beyond mortgage payments when considering affordability and their capability to cover financial obligations long-term.

Valuations in the booming AI industry are due for a reassessment, according to JPMorgan Chase & Co. Vice Chairman Daniel Pinto, who warned that any decline would reverberate across the stock market.

President Donald Trump said he will not support legislation to extend expanded Affordable Care Act subsidies even as senators are preparing to tee up a vote on the issue, complicating his party’s ...

Higher Ground Financial Group offers retirement planning and tax advice under one roof to help clients reduce risk, fees and taxes.