Independent advisors are also leveraging nontraditional fee models—such as flat rates, hourly billing, and subscription ...

EP Wealth Advisors, a fee-only registered investment adviser with more than 50 offices across 17 states, has acquired NBS ...

Modern Wealth Management has marked its second year in business with the acquisition of OFM Wealth, a Chicago-based ...

The Finra filing cited an arbitration which involved seven claimants seeking compensation for alleged securities law ...

Sean McKee, global head of asset management at KPMG, sits down with InvestmentNews anchor Gregg Greenberg to discuss how ...

Market performance ignited the asset management industry in 2024, with global AUM rising to a new record of $128 trillion, up ...

"A year ago, if you asked me if there was a future for the small, independent wealth business, I would have replied with an ...

This year, 46% of parents with children aged 18-35 said they have moved back home, in line with the 2024 report. But when ...

Veteran emerging-markets investor Mark Mobius is keeping the bulk of his funds’ holdings in cash as he waits out the ...

Investors added about 227 tons of bullion to gold ETFs in the first quarter, the most since 2022, according to the data ...

"The decline was largely driven by consumers' expectations. The three expectation components—business conditions, employment ...

US Treasuries held recent gains as traders awaited data on inflation and economic growth, as well as the debt management team ...