In its most recent addition to the W-2 channel, Osaic said in December that Veater Financial Group, a California-based Osaic-affiliated firm with $1.1 billion in assets, moved to its W-2 employee ...

The data reflects the massive outperformance of international markets over the past year, in particular so-called value stocks. The MSCI Europe Value Index and Japan’s Nikkei 225 both surged 26% last ...

Investors including Jim Chanos have quit the business, while the number of short-bias hedge funds tracked by HFR tumbled by more than 70% from 2008 to 2024. The number of new activist short-selling ...

House Republicans are moving to block California’s proposed billionaire wealth tax, stepping into a state-level fight that has rapidly escalated into a national debate over capital flight, tax policy ...

New York-based Aspen Standard Wealth, a fast-growing RIA aggregator, has named industry veteran Kevin DiSano as president.

Many successful advisors don't see a problem ahead--just more of the same. The question is whether that's enough for the next chapter.

The Financial Advisors, with offices in Andover and Newburyport, strengthens Beacon Pointe's presence in the New England area.

Open Claw is a new, free artificial intelligence software platform that has quickly become popular, especially with younger clients and employees. However, it is also very dangerous from a ...

Federal Reserve Bank of Chicago President Austan Goolsbee said the Supreme Court’s decision to strike down many of President Donald Trump’s sweeping global tariffs may cause more uncertainty for ...

JPMorgan Chase & Co. CEO Jamie Dimon said he's starting to see parallels to the era before the 2008 financial crisis, with some lenders making riskier loans to boost net interest income.

The surge of insurance capital into private markets is boosting hiring and pay deals in the sector despite recent jitters, with senior managing directors asking for pay packets of $2.5 million and ...

A new academic study led by a Harvard Business School professor finds that much of what active fund managers do follows patterns machines can learn. Using a machine-learning algorithm called a neural ...