Properly executed, tax-loss harvesting strategies can transform a concentrated position into a tax-efficient, diversified portfolio over time.

The bank expects the 10-year Treasury yield to climb to 4.35% by the end of next year, after dropping about 50 basis points in 2025 to around 4.08%. That places JPMorgan among the more bearish ...

Waverly Advisors, an RIA in Birmingham, Ala., managing more than $25 billion for high-net-worth clients, today announced that it has acquired certain business lines from Promus Holdings, a family ...

A massive wave of inheritors is about to hit the wealth-management industry, and many firms just aren’t ready, according to a couple of Janus Henderson executives who work with advisors across the ...

Ownership also acts as a powerful retention tool. G2 advisors who see a future with real stakes are far less likely to be lured away by a competitor. Instead, they evolve into continuity champions, ...

In October, Allworth acquired Shorepoint Capital Partners LLC, a Norwood, Mass.-based RIA with about $850 million in AUM. These two latest acquisitions “accelerate Allworth’s presence in one of the ...

Costco Wholesale Corp. joined a fast-growing list of businesses suing the Trump administration to ensure eligibility for refunds if the U.S. Supreme Court strikes down the president’s signature global ...

Cresset, a fast-growing multifamily office and private investment firm based in Chicago, announced today that it recently recruited a wealth advisory team from Bernstein Private Wealth Management ...

In an unprecedented philanthropic gift, Michael and Susan Dell will give 25 million American children $250 each to jump-start an investment account for their futures.

A bill introduced in the U.S. Senate aims to increase Social Security benefits for widowed Americans as well as people who are divorced yet still entitled to benefits from their deceased ...

This year, more than $848 billion has flooded into the funds, according to Crane data, which tracks the entire money-market industry. Data from the Investment Company Institute, which is released on a ...

At the top of that range, Wealthfront would have a market value of around $2.05 billion based on the outstanding shares listed in its filing. Funds run by BlackRock Inc. and Wellington Management may ...