The White House is seriously considering the proposal, at the behest of some of the country’s largest financial firms.

Wall Street is cranking up the bond machine as US homeowners — finding that buying a new house is out of reach since mortgage rates started climbing in 2022 – are instead getting home equity loans and sprucing up their current properties.

Neuberger Berman has raised more than $4 billion for its latest general partner-led secondary fund, at a time when private equity firms are increasingly looking to monetize assets via continuation vehicles.

A new line of yield-chasing crypto funds is forcing the Securities and Exchange Commission to confront unresolved gaps in its regulatory framework, just as the Trump administration eases oversight of digital assets.

Bond traders priced in an earlier start to expected Federal Reserve interest-rate cuts on fresh clues the US job market is losing momentum.

Since 2019 and the establishment of the ETF Rule, traditional active managers, armed with decades of expertise, have flocked to ETFs.

JPMorgan Chase & Co. is putting Marianne Lake, one of the leading contenders to one day take over for Chief Executive Officer Jamie Dimon, in charge of strategic growth and the firm’s fast-growing overseas consumer bank.

Trump Media & Technology Group Corp. appears to be one step closer to launching an exchange-traded fund tied to Bitcoin, joining the crowded field of crypto-investment offerings for the retail masses.

Lasting change happens through something called “memory reconsolidation.” It is the brain’s way of updating emotional patterns we have carried for years — often since childhood.

After more than a half-decade cleaning up Wells Fargo & Co.’s scandals, the chief executive officer has cleared away the firm’s biggest impediment to growth: the Federal Reserve’s seven-year-old cap on assets.

America’s holiday from history is over: Debt matters again. It is not just that the national debt is so big it cannot be ignored.

US job openings unexpectedly rose in April in a fairly broad advance and hiring picked up, indicating demand for workers remains healthy despite heightened economic uncertainty.

Global equities hit a record high for the first time since February, as signs of a resilient US economy overshadowed uncertainty around trade negotiations.

Here are some important insights and good open-ended questions to ask your clients to make sure they are thinking through life decisions.

As early signs emerge that tariffs will drive up prices, the Federal Reserve faces a crucial question: Will tariff-induced inflation be short-lived, as the level of prices adjusts to the higher tariffs, or will it persist, as a series of feedback loops lead to further price increases?

The “sell and stay” approach in wealth management mergers and acquisitions (M&A) is a transformative trend reshaping how advisors approach their succession planning and business transitions.

Nvidia Corp. shares have staged a $1 trillion rebound in two months — and investors are betting the rally has further to go as fears about the chipmaker give way to optimism.

Constellation Energy Corp. agreed to sell power from an Illinois nuclear plant to Meta Platforms Inc. as artificial intelligence sends power demand soaring.

One thing just about everyone will tell you about divorce is that it’s expensive. There are several reasons for that, chiefly the lack of education and awareness and the habitual use of lawyers rather than mediators.

Signs are emerging that the Trump administration may be less willing to give up control of mortgage giants Fannie Mae and Freddie Mac than investors have bargained for, as policymakers scrounge for ways to close US budget gaps.

Our role isn’t just to manage assets; it’s to help clients stay grounded. We remind clients that investing is a long-term journey, and short-term volatility doesn’t have to knock them off course.

Most of us are facing longer working lives, but that also means we need to remain healthier for longer. While linking the pensionable threshold to improving longevity is fair, up to a point...

Here are three universal, time-tested principles, that will protect you from“over-delivering” with information and value, and ultimately missing out on the opportunity to add a new, paying client.

f you are wondering why the S&P 500 Index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting.

Most clients are relatively conservative when it comes to determining how much they can afford to spend in retirement. All things being equal, clients would generally rather die with too much money than too little.

This article presents a different perspective on the question of why bond yields are rising. I focus on the difference between narratives and fundamentals.

A potentially watershed effort to launch US crypto exchange-traded funds that offer staking rewards is throwing up regulatory doubts, even after the funds said they received initial SEC registration approval.

For anyone on Wall Street still clinging to a time-honored macro-investing playbook, Trump 2.0 has been a source of endless punishment.

Goldman Sachs Group Inc. is embarking on its most ambitious effort yet to offer an exit ramp for investors trapped in buyout funds.

Wall Street banks are reinforcing their calls that the dollar will weaken further, hit by interest-rate cuts, slowing economic growth and President Donald Trump’s trade and tax policies.

Every year, a large number of ETFs launch in December, aiming to get the benefit of a fresh calendar year of performance.

For starters, Anduril Industries Inc. is a defense tech company co-founded by Palmer Luckey, the man who created the Oculus VR headset that was acquired by Meta Platforms Inc. for $2 billion in 2014, only for Luckey to be pushed out when it emerged he had financially backed a pro-Trump campaign group.

JPMorgan Chase & Co. is hiring Citigroup Inc. dealmaker Theodoros Giatrakos as it seeks to bolster its business advising private equity firms, people with knowledge of the matter said.

You have to give credit to JetBlue Airways Corp. for doggedly pursuing a deal to expand its scale.

House prices are falling, and it’s no longer just a Florida and Texas story. Rising inventory across the country and still reluctant buyers mean that those looking to sell face the prospect of more competition and lower prices next spring if they don’t close on a deal soon. For buyers, holding out can mean a better price.

The market for Treasury securities is sending an increasingly troubling signal. As of last week, investors were demanding about 90 extra basis points in yield to compensate for the added risk of lending longer-term to the US government.

It’s been a tough few months for believers in the currency market version of Pax Americana.

The key to buying US Steel Corp. might be a golden share. Nippon Steel Corp. executives might feel it’s their Golden Ticket.

Summer is here. And for a select cohort of college students, that means swapping lecture halls for trading floors and seminar rooms for Wall Street office suites.

A lot of people are worried about the level of US interest rates. “I think we should be afraid of the bond market,” billionaire investor Ray Dalio said last week.

The long-term bearish case for the dollar remained intact after a court ruled that the vast majority of President Donald Trump’s global trade tariffs are illegal, amplifying uncertainty over the US economic outlook.

Two of Wall Street’s top investment banks cautioned that the impact of a court ruling striking down many of President Donald Trump’s tariff measures may prove limited, given that the administration has other avenues to impose import duties.

A dollar is a dollar, whether spat out by an ATM or digitally issued on the blockchain. That’s the promise of Circle Internet Group Inc., one of the biggest issuers of stablecoins designed to emulate fiat money like the greenback or the euro, primarily for the purpose of cryptocurrency trading.

KKR & Co.’s recent deal for a struggling UK real estate firm was initially remarkable for landing in the midst of the American tariff turmoil. Now facing a domestic counterbid, this US-led buyout has become an emotive symbol of the London stock market’s capitulation to private equity and foreign takeovers.

529 plans do not earn interest like a traditional savings account. However, they offer strong growth potential through a range of investment options.

I worked with a large mutual fund company years ago to develop a program on succession planning for advisors. I’ll share insights and considerations if you are thinking about making a transition, or are working with an advisor who is doing so.

Clients aren’t asking their financial advisor to be everything. They’re asking for clarity and confidence in what matters most to them. Simplifying the client experience may be the most strategic move advisors can make.

The wealth management industry is prepared to court its newest potential clients: Gen Z. Instead of trotting out older professionals with decades of experience, companies are utilizing generative AI to develop digital assistants.