New York City’s risk of seeing a credit-rating downgrade has increased, according to JPMorgan Chase & Co. strategists. As New York State looks less likely to approve major personal and corporate tax ...

Digital trading of municipal bonds hit a record in the first quarter of 2026, an encouraging development for an asset class that has been slower than others in adopting electronic venues. Electronic ...

Voters in Dallas just approved a $6.2 billion bond package to tackle aging school facilities. The Dallas Independent School ...

An advisor duo in Coeur d'Alene, Idaho, has launched a firm on Sanctuary Wealth's platform after leaving UBS Financial Services, where they oversaw $350 million in client assets. The founders of Iron ...

Prosperity Capital Advisors has merged five firms under its brand with a combined total of $1.8 billion in assets under management, expanding its national footprint to 13 offices. The five firms—JL ...

This is the first article in a three-part series.] I have spent the majority of my career building technology solutions for the wealth management industry. During this time, I have watched the ...

Grieving a lost spouse is hard enough, but you may feel another shock when tax time comes around. Without planning, a surviving spouse may likely be surprised to find their taxes have risen sharply ...

Colleges and universities may soon have to give students a blunt warning: some of their programs might not pay off. Earlier this month, the Department of Education proposed a new rule that would cut ...

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

The wealth managers who excel invest in themselves, build real capability and lead with insight and integrity.

A Labor Department proposal is setting up a high-stakes clash between the independent broker-dealer industry and state officials—pitting advisor seeking to retain their autonomy against states wanting ...

Strategic acquirers dominated as they chased integrated capabilities and global growth, ECHELON Partners says.