New CEG Insights research reveals that July's fragile rebound in affluent investor sentiment transformed into a confident, ...

The financial squeeze on the “sandwich generation”—those Americans who simultaneously support young children and aging parents—is intensifying, with new research showing that such dual caregiving is ...

Year-to-date, muni ETFs have nabbed around $19.6 billion in net inflows, compared to $8 billion for mutual funds, according to data compiled by CreditSights Inc. The difference was particularly stark ...

Hightower Advisors has hired a former State Steet executive to lead its first centralized investment management platform, the company announced today. Randy Bullard, who had served as the global head ...

After boosting the supply outlook for high yield bonds to $300 billion, from $225 billion, JPMorgan strategists revised their spread target to 375 basis points from 450. For high yield bonds, that ...

Microsoft CEO Satya Nadella now says GPT-5 on Copilot has become part of his “everyday workflow” and has brought a new layer of intelligence to his productivity. In a LinkedIn post, the Gen Xer ...

A former longtime Northwestern Mutual advisor who managed $500 million in client assets has launched Canterbury Capital Wealth Management, an RIA in Tuscaloosa, Ala.

House Republican leaders face powerful headwinds as they return to Washington to push for a second major tax and spending bill this year designed to meet fiscal conservatives’ demands for deeper ...

Raymond James Financial Services has added a team of financial advisors in Mississippi who managed more than $415 million in assets at their former firms LPL and Wells Fargo Advisors, according to a ...

RBC Wealth Management has hired a former UBS advisor in San Antonio, Texas, who managed $300 million in client assets, according to a news release.

Corient, a Miami aggregator overseeing about $216 billion in client assets, today announced the acquisition of Stonehage Fleming, one of the world’s largest independently owned multi-family offices, ...

Meantime, JPMorgan Chase & Co.’s trading desk led by Andrew Tyler reiterated its bullish stance early Monday, citing imminent interest rate cuts, a return of retail buyers, and a surge in capital ...