According to Fidelity Investments’ Q4 2024 M&A Report, private equity firms backed 89% of RIA acquisitions last year, up from just 43% in 2016. Larger firms and aggregators are gaining scale ...

Forget the birds and the bees. Telling Junior how much he might inherit or disclosing their net worth might be as big a taboo topic for many American parents, suggests a recent study by Fidelity ...

Treasuries rallied, pushing the 10-year yield below 4% for the first time in a month, after White House National Economic Council Director Kevin Hassett emerged as the front-runner to serve as the ...

President Donald Trump claimed that the cost of a 2025 Thanksgiving dinner under his administration is 25% lower than in 2024 ...

Bank of America is sounding the alarm over the explosive growth of prediction markets and sports gambling, warning it could lead consumers to take on too much debt and default on loans. The rapid ...

Jacobus falsely portrayed himself as a seasoned financial advisor managing legitimate investment portfolios. Instead of investing his clients’ money, he used it for personal expenses and to pay ...

At Virtus Systematic, we build on that foundation by incorporating AI and behavioral, intrinsic, and valuation-based factors into our models. We recognize that markets are driven by human behavior, so ...

Separately, the lifetime gift and estate tax exemption (the amount you can transfer over your lifetime and at death before paying federal estate or gift tax) is scheduled to rise to an ...

The S&P 500 slipped about 1.3% last week and tech-heavy stocks led the decline as investors grappled with renewed questions over whether the Federal Reserve will cut rates in December. Since November ...

C-suite executives are still being actively recruited, analysts and search firms said, based on turnover rates. A mix of burnout, retirement and performance pressure is driving some of the churn, ...

It began as the kind of sales pitch that floods the inboxes of financial advisers. Except this time, State Street Investment Management used it to take a swipe at one of JPMorgan Chase & Co.’s ...

Clayton’s tenure atop the SDNY has coincided with a bumpy patch for credit markets, including the spectacular collapses of borrowers such as First Brands Group, which the Justice Department is ...