As a scorching summer of record RIA merger and acquisition activity slides swiftly into the cooler months of fall, recent billion-dollar deals by Mercer Advisors and EP Wealth Advisors signal the ...

Sen. Mazie Hirono and Rep. Jill Tokuda, both of whom represent Hawaii, reintroduced the Protecting and Preserving Social Security Act last week, arguing that the system needs both more revenue and ...

These new ETFs are taking the place of more traditional investment options. The number of mutual funds, closed-end funds and unit investment trusts has been declining in recent years while new ETFs ...

Large U.S. companies expect their health care costs to rise a median of 9% in 2026, according to a survey by the Business Group on Health. That is up from an expected 8% jump in 2025 and the steepest ...

Mariner announced that its institutional unit has entered into an agreement to acquire Southeastern Advisory Services, an Atlanta-based firm with $5 billion in assets under advisement.

Many people are confused about the economy. The tariffs are on again, then off again. The TV news tells us prices will be going up, but the inflation numbers seem to tell a different story. You have ...

EP Wealth Advisors, a fee-only RIA and financial planning firm overseeing more than $36 billion in assets, has acquired Better Money Decisions, a Santa Fe, N.M., firm with about $370 million assets ...

There are “under-the-radar provisions that could reshape how advisors are planning their clients’ financial futures,” said Petix, who focuses on providing advice for high-net-worth and ...

Raymond James recently added a Pennsylvania financial advisor who managed more than $260 million in client assets for Well Fargo to the firm’s employee advisor channel, according to a press release.

“Harvard’s bonds have experienced significant volatility this year amid ongoing tensions with the Trump administration,” wrote Daniel Close, Nuveen’s head of municipals, and Margot Kleinman, director ...

Jerome Powell sent the US bond market up on Friday by telegraphing his Federal Reserve will resume reducing interest rates as soon as next month. Beyond September, it’s up to the economy how much ...

NewEdge Wealth, an RIA that serves wealthy families, family offices and institutional clients, is expanding its national footprint with it first office in Chicago, the firm announced Friday. A Chicago ...