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 ...

When Caitlyn Jenner filed a creditor's claim against the estate of her late manager and close friend, Sophia Hutchins, the dollar figure was hard to ignore: $439,095.88 in allegedly unreimbursed ...

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, ...

Half of Americans now go to AI for financial advice. Is it any good? In a remarkably short span, artificial intelligence has moved from the fringe of financial planning to center stage. One recent ...

A publicly-traded private credit fund managed by Goldman Sachs Group Inc. put two additional companies on non-accrual status in the first quarter, as the industry grapples with mounting concerns over ...

Boston-based Integrated Partners has added to its advisor network a former Ameriprise Financial Services team in nearby Charlestown, Mass., that oversees about $850 million in client assets. City ...

&Partners, a Nashville, Tenn.- and St. Louis-based hybrid broker-dealer and RIA, has recruited a Wells Fargo team in Illinois that oversees $1billion in client assets. Principality Private Wealth, ...

Michael Burry, the investor made famous in The Big Short, is warning that the Nasdaq 100 Index is headed toward a dramatic reversal after a “parabolic” surge that has driven technology valuations to ...

One of the largest wealth management aggregators was acquired last week in a transaction that will reshape both the wealth management industry landscape as well as the role of PE firms in it. Mubadala ...

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 ...

Ken Griffin is pointing an outstretched arm toward his field of dreams. On this Wednesday afternoon in early February, the CEO of Citadel, one of the world’s largest and most profitable hedge funds, ...

A dwindling number of prospective students will drive as many as 370 private colleges in the US to shutter or merge with another institution in the next decade, according to a major higher-education ...