CAPTRUST Financial Advisors announced that it has acquired Wealth Covenant Group, a Houston-based firm with $300 million in assets under management, according to a news release. Wealth Covenant Group ...

BlackRock, PGIM and Calamos have announced the launch of exchange-traded funds that guarantee 100% downside protection as interest in defined outcome or buffer ETFs continues to rise. Calamos is ...

The fires sweeping across Los Angeles are now on track to cause about $20 billion of insured losses, according to an estimate by analysts at JPMorgan Chase & Co. That’s twice as much as the Wall ...

The selloff pushed yields higher across the curve on Friday after US employment in December advanced by the most in nine months, sending the yield on the 30-year above 5% for the first time in more ...

The state's insurance commissioner issued a one-year mandatory moratorium preventing cancellations or non-renewals.

The data confirm the labor market held up last year despite high borrowing costs, lingering inflation and political uncertainty.

The major economic trend is cash flow management. Active management is needed to support the office while also supporting the needs and expectations of family members. This is done in a variety of ...

Cerity Partners today announced that it is merging with Prio Wealth, a Boston-based wealth management firm with $4.1 billion in assets under management. The partnership, which the release said, “will ...

An Oklahoma father-son financial advisor team that managed more than $440 million in client assets at Morgan Stanley has joined Raymond James’s employee advisor channel, according to a news release.

Those earning $200,000 or more would reap "nearly all' the benefits from a doubled cap, a Tax Policy Center report says.

Mariner has agreed to acquire Cardinal Investment Advisors, an independent institutional investment consulting firm with $292 billion in assets under advisement and offices in Chicago and St. Louis.

The wealth management landscape is undergoing a transformation reminiscent of the banking consolidation wave that reshaped American finance.