KKR & Co. is injecting $300 million into a private credit fund it manages with Future Standard as performance continues to deteriorate. KKR will invest $150 million in preferred equity and tender for ...

Financial advisors are often “Type A” personalities. They want to take action. Years ago, I heard about a management training exercise where a group of participants was told to imagine their plane ...

Like many mothers and daughters, Kathleen Malone and her daughter Emily spent last Mother’s Day together, celebrating the day at Kathleen’s house on Lake Norman, a man-made lake north of Charlotte, ...

For years, Americans have heard warnings that Social Security is “running out of money.” The headlines are dramatic, but the reality is more nuanced, and more important to understand. Social Security ...

A former employee of an LPL-affiliated wealth management firm will spend the rest of his life in prison after a California jury rejected his insanity defense in the 2022 stabbing deaths of a co-worker ...

Financial firms should make clear to advisors and employees that repeated off-channel communications violations can trigger disciplinary action at the firm-level, including suspensions, mandatory ...

A tiny pharmaceutical company in danger of being delisted from the Nasdaq stock exchange went from celebrating new patents for cancer treatments to re-branding as an AI company in the period of two ...

The data-center acquisition vehicle aims to buy already-built and leased properties benefiting from the AI boom.

Individual life insurance premiums posted record sales in 2025, says Limra. But 2026 is expected to lag. In a survey covering 85% of the U.S. life insurance market, the Windsor, Conn.-based industry ...

The sticker price to attend an Ivy League school next year is stretching to more than $90,000. At the University of Pennsylvania, for instance, the annual cost of attendance is now well above the ...

Sarah lost the $20 million account six months after the liquidity event. Her client, David, had sold his manufacturing business. Sarah had done everything right—on paper. She optimized the tax ...

Vanguard Financial Advisor Services today launched a new AI-powered portfolio analysis tool designed to give advisors instant, personalized portfolio guidance using Vanguard’s investment methodology, ...