The municipal-bond market’s largest high-yield fund is poised to offload its biggest position—equity shares of a power company called Vistra Vision LLC. Nuveen LLC has reached an agreement to sell its ...

By 2030, AI will replace most financial and wealth planning specialists, completely commoditizing technical expertise. Private wealth industry savants who are the most creative and clever specialists ...

GOP presidential nominee and former President Donald Trump took to social media yesterday to blast out the news that if elected he intends to reverse the $10,000 cap on the state and local tax ...

The partnership represents a vehicle for BlackRock to offer alternative investments to affluent retail investors.

ProShares has seized upon daily call strategies with the launch of several ETFs. It started with the ProShares S&P 500 High Income ETF (ISPY) late last year. After that came the ProShares Nasdaq-100 ...

Lawyers have complained the agency has long battled whistleblowers over their awards. Under the law, tipsters can reap 15% to 30% of any taxes collected. Those awards are now increasing, according to ...

Michelle Bowman cast the first dissenting vote by a Federal Reserve governor since 2005, preferring to cut rates by a smaller amount at Wednesday’s policy meeting.

Daniel J. Galli has been chosen as the 2025 Financial Planning Association president-elect for a one-year term, succeeding incoming 2025 FPA President Paul Brahim, the FPA announced today.

The Securities and Exchange Commission today announced charges against registered broker-dealer and registered investment advisor First Horizon Advisors Inc. for failing to maintain and enforce ...

The rules also lower the maximum amount of fees exchanges charge some brokers to access protected quotes on their platforms to $0.001 per share for stocks priced at $1 or more. Exchanges can charge ...

LPL Financial, a full-service financial advisory firm based in San Diego, is making a major expansion in Tempe, Ariz., with an added home office that will eventually accommodate 1,000 employees, the ...

By focusing on value over cost and prioritizing quality alerts, firms can navigate the challenges effectively.