Tom Hine, Jordan Hickey, Kelsey Conklin and Michael Nicoletti operate as Capital Wealth Management, which specializes in serving families and individuals, retirees and pre-retirees, and women ...

Big Shake Up The landmark regulatory shift is set to have wide-ranging effects on Wall Street, if fund firms add exchange-traded fund shares to mutual funds en masse. Some experts caution that the ...

The US Securities and Exchange Commission sued Brian Kahn, the former head of Franchise Group Inc., over the collapse of a hedge fund that he helped run. The case involves “a multi-year investment ...

For financial advisors, a federal shutdown is less about market reactions and more about how a prolonged budget standoff could influence the Fed’s rate-cutting plans, delay Obamacare subsidy ...

What does the future hold for money and payment systems? While it will surely feature unprecedented technologies, foreseeing the full picture requires historical context. Traditionally, money and ...

The worst thing clients can do in response to rate cuts is make drastic asset allocation changes, advisors say.

The insurance industry’s embrace of private credit is an echo of how it used to invest in the early 20th century, says Blackstone’s Phil Sherrill, the company’s head of insurance. A century ago, ...

Slightly more than three-quarters of parents are contributing to their children’s large, one-time expenses such as a wedding or a house, and 63% are helping with everyday expenses, the study said. At ...

A raft of new surveys suggests that the MTV Generation is overwhelmed with anxieties about money and the economy.

But there’s a divergence within the group’s stock-market performance. Nvidia, Alphabet, Meta and Microsoft are considered well positioned for an AI world, and their shares are up between 21% and 33% ...

Eisler’s restructuring this year was aimed at reducing the firm’s pass-through expenses to 2022 levels and leaving more of the profits generated for investors. The firm charged clients $244 million in ...

Emerging markets account for half of global GDP but less than 10% of the $1.7 trillion private credit market, according to a survey of institutional investors. Greater inflows of private money will ...