For Betterment, which is the largest independent digital investment advisor, the Ellevest deal is the fourth one since Levy became CEO, according to a post on Levy's LinkedIn account. Other prominent ...

A six-member advisory team at Wells Fargo Advisors Financial Network that handled $1.15 billion in advisory, brokerage and retirement assets has left to join LPL Financial’s broker-dealer, registered ...

The position will become available after Brad Hearn, the current president of Prudential Advisors, was named president and chief operating officer-elect of Prudential Holdings of Japan.

From the Seagram Building to The MetLife Building, owners of Manhattan’s trophy offices — prime buildings in desirable locations — have sold a slew of commercial mortgage backed securities in 2025.

Mortgage rates in the US dropped for a sixth week, falling to the lowest level in more than two months. The average for 30-year loans was 6.76%, down from 6.85% last week, Freddie Mac said in a ...

Advisor Sal Capizzi fears the day when it will be common to see three generations of clients living in retirement.

A former Florida advisor has pleaded guilty to operating a decade-long tax shelter scheme in which he and a co-conspirator pocketed about $3 million in fees, prosecutors announced in a news release.

The TrueShares Seasonality Laddered Buffered ETF (ONEZ) is a fund of funds that provides exposure to the firm’s 12 uncapped buffered ETFs, along with its Quarterly Bull and Bear ETFs, according to ...

The outlook for the world’s largest economy is more muted, however. After expanding 2.8% in 2024, GDP is seen rising 2.3% this year as cooler job growth tempers consumer demand. Moreover, Federal ...

One of the first casualties in the tax negotiations appears to be Trump’s pledge to further slash the corporate tax rate. While the 2017 TCJA reduced the top corporate rate from 39% to 21%, Trump had ...

A diversified investment strategy that seeks to juice returns through leverage is finding new love among big money managers — more than a decade after it blew up during the 2008 financial crisis. The ...

Almost 60% of US adults expect Trump’s tariffs will lead to higher prices, according to a Harris Poll conducted for Bloomberg News. Some 44% say the levies are likely to be bad for the US economy — ...