Many firms, including Goldman Sachs and Bank of America, expect volatility from Donald Trump's trade measures.

Expired Patent The multi-share class model was pioneered and used exclusively by Vanguard Group for more than two decades before the patent expired in May 2023. Dimensional also applied to create ...

David Burton, the senior fellow in economic policy at the Heritage Foundation who authored Project 2025’s section on securities regulation, says Finra’s oversight of the broker-dealer industry is ...

Donald Trump also promised to eliminate taxes on tips, overtime pay and Social Security benefits during his campaign.

“Many are worried about delays in response times and processing, which can impact everything from refunds to audits to tax strategy planning,” added Duncan Campbell, principal and a leader of Baker ...

Despite market volatility represented by the recent declines, Chris McMahon, president and CEO of Aquinas Wealth Advisors, is optimistic about the coming few months for investors.

Mercer Global Advisors has added nearly $900 million in client assets and established a foothold in Kentucky with the acquisitions of two practices.

The valuations for RIA firms went up last year, and smaller firms are getting more of a day in the sun, according to a new report from Advisor Growth Strategies, a Phoenix-based consulting firm for ...

Jon Hayes, CSC co-founder, will join MAI as senior wealth advisor, managing director and his CSC colleague, Tim Hightower, will join as wealth specialist and senior associate, according to a news ...

The shift is leading to a pickup in transactions. The HousingWire data show that pending home sales just recently began showing a year-over-year increase after running below last year’s pace in ...

We focus solely on using the tax code as a revenue source. Furthermore, our extensive industry and design experience enables us to offer more to our clients. Prince: Could you provide us with a few ...

Jefferey Biederman Jr. and Andrew Burns, co-founders of Biederman Burns Wealth Management of Raymond James, join Raymond James & Associates (RJA) in Huntington. They, along with support staffers ...