Raymond James has lured a Kansas advisor to its bank and credit unions channel from UMB Financial Services, where he previously managed about $260 million.

Republican senators are considering placing a $30,000 cap on the state and local tax deduction as a compromise between current law and the more generous limit in House’s version of President Donald ...

Anchyra Partners brings two Goldman advisors together with a Stephens veteran. They previously oversaw $2.6 billion.

Paul Tudor Jones sees the U.S. dollar dropping over the next year as short-term interest rates fall sharply, he said. Jones, who founded the $16 billion macro hedge fund Tudor Investment Corp., said ...

The U.S. economy in 2025 has so far been resilient in the face of tariff fallout and sticky inflation, but that’s changing fast, according to the Wells Fargo Investment Institute’s midyear outlook.

Advisors Are Seeing It Firsthand Nathan Sebesta, owner of Access Wealth Strategies in Artesia, N.M., said discussions about taking Social Security early have become more frequent among his clients, ...

The Angelo Planning Group is one of the largest new affiliates to date to join the elite Waltham, Mass.-based Commonwealth, which announced in March that it would be acquired by LPL Financial in a ...

The Waltham, Mass.-based Commonwealth partnered with Wealth.com after hearing from its advisors for years that they wanted to offer estate planning services to their clients. Those demands grew louder ...

Gundlach compared current conditions to the early 1970s, when a long bull market in American stocks ran out of steam. In that period, returns for U.S. stocks narrowed down to handful of hot growth ...

Thune’s comments come as Senate negotiators tweak the House-passed version of Trump’s giant tax package ahead of a self-imposed deadline to pass the measure before the July 4th holiday, with Thune ...

Sixty percent of advisors feel the S&P 500 will be up 10% or more the end of the year compared with where it was a month ago. Twenty-five percent feel the S&P 500 will be flat and only 8% feel it will ...

Advisors are increasingly favoring global investments over domestic equity, according to an Interactive Brokers survey.