Measuring returns is essential for evaluating the success or failure of an investment program. At first glance, this seems ...

“The top-down macro evidence seems clear: Americans are mostly paying for the tariffs,” George Saravelos, global head of FX research at Deutsche Bank AG, said in a note Tuesday. “There is likely more ...

EP Wealth is financially supported by Berkshire Partners, a private investment firm in Boston. The firm is led by CEO Ryan Parker, along with co-founders and managing directors Derek Holman, Brian ...

The Republican lawmaker recently introduced a bill called the “No Tax on Home Sales Act” that would eliminate federal capital gains tax on sales of primary residences. “Nobody knew that, how did you ...

Bluespring Wealth Partners, the RIA and hybrid wealth manager acquisition arm of Kestra Holdings, has acquired Kestra ecosystem firm Halcyon Advisors, a Dallas-based advisory with $364 million in ...

USA TODAY set out to find the proverbial millionaire next door: Americans who built seven- or eight-figure fortunes from essentially nothing, without high-powered law degrees or inherited wealth. Some ...

Understanding these dynamics may help owners manage conflicts in ways that both increase value and ensure longevity.

The economy will start to experience a slowdown in the second half of the year as the impact of tariffs and inflation take hold, but there are investment vehicles advisors can use to navigate the ...

Understanding both the drivers of today's market resilience and potential headwinds ahead is critical for building stronger portfolios.

Also, the Enviornmental Protection Agency (EPA) under the Biden administration limited the concentration of so-called PFAS (per- and polyfluoroalkyl substances, also known as "forever chemicals") in ...

Bleakley Financial Group, a wealth advisory and financial planning firm in Parsippany, N.J., with more than $12 billion in client assets, today announced it has rebranded itself to OnePoint BFG Wealth ...

Summit Financial has made strategic investments in four advisory firms that collectively manage more than $1.2 billion in client assets.