Women investors report that their financial advisors “treat them differently,” the study found. They also feel more “patronized by financial advisors” who they said are “less likely to listen to their ...

The US economy is set to expand 1.4% in 2025 and 1.5% in 2026, according to the latest Bloomberg survey of economists, compared with 2% and 1.9% in last month’s poll. The median respondent now sees a ...

For many clients, the sole objective in retirement planning should not be accumulating as much as possible while they can, according to some experts. Instead, they say, emphasis should be placed on ...

Trump cited former President George H. W. Bush’s now infamous line to “read his lips” that there would be no new taxes, a phrase that turned out to be a cudgel used against the one-term president.

Five more firms have joined the Net Positive Consortium (NPC), a coalition of wealth management firms whose stated mission is improving the industry and its impact in the world.

“Current ‘pain trade’ unquestionably is a narrow, Magnificent 7-led, squeeze higher in US stocks and US dollar,” the strategists wrote in a note. A decisive break from current key support and ...

Some hardline House conservatives have called for culling as much as $2 trillion in spending over the next decade.

“Some of our seed capital investors are sitting on the sidelines because the market turmoil has taken people’s eyes off new asset classes,” said Ethan Powell, chief investment officer of Texas-based ...

Harvard University’s endowment is in advanced talks to sell about $1 billion of private equity fund stakes, at a time when the school faces financial uncertainty compounded by pressure from President ...

The moves are the latest efforts by Wamco and Franklin to respond to the crisis that shook the bond manager last year, when US prosecutors criminally charged former co-CIO Ken Leech. They accused him ...

Retirees are concerned that their federal benefits could be cut, but are confident they will live comfortably.

RBC Wealth Management has recruited a team in Texas that managed $500 million at Merrill Lynch, according to a news release.