Deferred sale trusts have gained attention as a sophisticated estate planning tool for deferring capital gains taxes on the ...

Advisors can showcase their value to clients with a sophisticated projection contrasting “with conversion” and “without conversion” scenarios.

The 2020 race was not called for Joe Biden until the Saturday after election day, Schwab lobbyist Mike Townsend said.

“Although one shouldn’t read too much into a single month of data,” David DeVoe, founder and CEO of DeVoe & Company, said in a statement, “the surge in October’s RIA M&A activity is a conspicuous ...

Firms including Loomis Sayles and Dodge & Cox have also been pitching some of Wamco’s key clients in recent months in a bid to capture tens of billions of dollars of assets and grab a slice of the ...

“For Bitcoin, the election doesn’t matter much,” said Zaheer Ebtikar, founder of crypto fund Split Capital. “For altcoins, they may not recover as much if Kamala Harris wins. They are the biggest ...

Conquering Family Dynamics Paradoxically, the one client demographic that tends to be less consumed by returns is ultra-wealthy families. They may prioritize other aspects of their financial plan, ...

Fuss acknowledged that improving relations with China would be politically controversial but it’s more likely than a resolution of the Ukrainian conflict with Russia. Many U.S. politicians dislike ...

Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029. But the wealth ...

US Treasuries fell and a gauge of bond volatility rose to the highest in a year as traders counted down to the outcome of a presidential election that remains too close to call.

After it launched an agriculture-focused fund in the US in 2007 with the ticker MOO, executives at the firm were left reeling after hearing that a similar product was making its debut in the European ...

The economic environment remains friendly despite recent signs of weakness, the strategists said. Job growth slowed to the weakest pace since 2020 in October, a month distorted by severe hurricanes ...