A former LPL advisor in Illinois who robbed an elderly client with dementia of nearly $1.3 million was sentenced to six years in prison, according to a news release from the Kendall County State’s ...

The deal closed on July 31, according to a press release, and brings Wealth Enhancement’s total client assets to $117.8 billion. The Minneapolis-based serial acquirer was named the most prolific RIA ...

Gen Z spends the most time thinking about money, averaging 4.82 hours a day. Millennials follow close behind, averaging 4.73 hours a day. Money still weighs heavily on Gen Xers’ and baby boomers’ ...

Remember, valuation isn’t simply about assigning numbers to your past achievements—it’s a forward-looking judgment of your firm's durability and potential. It's 2025; stop using yesterday’s yardstick.

“The year will end up broadly positive, which is a big change from what we were thinking three or four months ago,” Alan Johnson, managing director of Johnson Associates, said in an interview.

The One Big Beautiful Bill Act — also known as OBBB — will help free up cash due to provisions that allow companies ranging from health-care giant Johnson & Johnson to technology consultant Booz Allen ...

When Kartesia Asset Finance — acquired by Kartesia Management in 2023 when it was known as Flexam Asset Management — first had to take over assets, it found itself holding factory equipment so ...

In its eagerness to do the crypto industry's bidding, Congress has exposed the world to the risk of severe economic damage.

In 2021, the large endowments posted gains of 34%. That was helped by strong performances from stocks and alternative assets. Universities begin to release their year-end financial results starting in ...

A chorus of stock market prognosticators at some of Wall Street’s biggest firms is warning clients to prepare for a pullback as sky-high equity valuations slam into souring economic data. On Monday, ...

“Women’s health continues to be ignored, underfunded, and sidelined,” Bill Gates, chair of the foundation and co-founder of Microsoft Corp., said in a statement Monday. “Too many women still die from ...

A Redfin analysis suggests that such a move is what the U.S. housing market needs, but critics argue that only the wealthy would benefit.