1280 Financial Partners, which manages roughly $2 billion in assets for high-net-worth clients and institutions, has traded its UBS employee status to go independent with Sanctuary Wealth as a ...

Trump’s 2017 tax package, which Republicans are moving to renew, implemented an endowment levy of 1.4% on net investment income, similar to one that private foundations pay. That levy generated more ...

The State Street Target Retirement IndexPlus Strategy provides access to the public markets through State Street index strategies combined with a diversified portfolio of private market investments ...

Earnings for LPL Financial, the nation's largest independent broker-dealer, increased 11% in the first quarter as the firm prepares to complete the acquisition of Commonwealth Financial Network, the ...

Sternlicht, whose company is a major lender, property owner and special servicer, warned that concerns around consumer spending could weigh on the economy. Hotel companies have been lowering guidance, ...

In the summer, new bond sales tend to slow down while money flowing back to investors increases — creating a supply and demand mismatch that boosts prices. The 10-year monthly average returns in May, ...

UBS Group AG is in talks to sell its hedge fund unit O’Connor to Cantor Fitzgerald LP, a move that would end a more than three-decade run of ownership by the Swiss bank, according to people familiar ...

Morningstar Inc. has been rating stock and bond funds for everyday investors for years. Now it will award gold, silver and ...

Of course, advisors are poised to benefit in offering more services, but to win clients, especially in the ultra-competitive dash for high-net-worth clients, the smart advisors will have to “reinvent ...

The National Oceanic and Atmospheric Administration, or NOAA, announced Thursday it will “retire” its popular database of climate and weather disasters that caused at least $1 billion in damage, a ...

When we look at a mother’s financial journey, it can be broken down into stages. Here’s advice from the Trust & Will Expert Advisor Panel throughout motherhood.

• Avoid extremes in planning. If you overestimate your risks, you may unnecessarily limit your quality of life during ...