The S&P Global Clean Energy Transition Index has surged close to 50% since U.S. President Donald Trump’s April tariff announcements caused havoc across markets. That compares with the roughly 35% gain ...

This is not a minor preference tweak. It’s a rewiring of the financial relationship. Advisors who think they can win the Great Wealth Transfer without adapting to these new priorities are about as ...

To say the roof hasn’t caved in on the dollar is an understatement. Despite the doomsaying that was pervasive after the White House imposed sweeping tariffs, the greenback is as entrenched in the cogs ...

Kush Kotecha, a former senior vice president at TIAA Financial Services, has been appointed head of Nationwide Annuity, Nationwide Financial announced Monday. Kotecha will be responsible for product ...

Beacon Pointe Advisors has expanded its footprint in Maryland with the acquisition of The Family Firm, a woman-led practice that managed $875 million in client assets.

To be fair, investors also turn to gold because of its long history as a currency. When it seems like the great modern economic experiment — markets, safe debt and fiat currencies — might fail, or ...

As the U.S. population ages, the number of solo agers is expected to grow significantly due to lower marriage rates, higher divorce rates and fewer children. According to the U.S. Census Bureau, ...

It became clear that a more integrated approach with Carson would allow us to better meet those challenges while continuing to deliver exceptional advice.” The location transitioned to Carson Wealth ...

Badgley Phelps Wealth Managers, a network firm of Focus Financial Partners, has agreed to acquire Seattle-based investment advisor Marshall & Sullivan. The deal is expected to close this quarter and ...

Raymond James recently landed a team of 11 financial advisors in Arizona who managed more than $850 million in client assets while at Equitable Advisors, according to a press release.

The issuer’s Bitcoin ETF, which is nearing the $100 billion asset mark thanks to massive inflows and a new run-up in the token itself, generates more revenue than any other in the firm’s lineup of ...

Marcia Morrissey, senior vice president of sales at flyExclusive, brings over 20 years of experience scaling premium aviation solutions alongside founder Jim Segrave, a pilot with over 10,000 flight ...