The company said it will pursue its claims of non-compete violations against Lars Knudsen through arbitration.

A panel of investment strategists said a 20% alternative allocation to a traditional portfolio is not unreasonable.

A Finra arbitrator ruled that a promissory note required that he repay the sum after he was fired by the bank.

The shortsighted view of PE firms can lead to decisions that may not align with financial advisors' and clients' ongoing interests.

Calling it a legacy client problem, Kitces said one way to address it is to hire associate advisors who can provide services to clients of lower wealth at less cost. The drawback is that clients could ...

Yes, Donald Trump will be declared the winner. The shortsighted view of PE firms can lead to decisions that may not align with financial advisors' and clients' ongoing interests. No. The vote counts ...

While mutual funds are typically characterized by either their asset class (such as large growth, small value, international or emerging markets) or quantitative strategy (such as momentum, or ...

When asked if they “believe it is an unfair advantage for insurance brokers to not have to comply with a fiduciary standard,” fee-only advisors registered the strongest level of agreement at 8.4, and ...

With the Discover merger, the bank plans to supercharge its rewards programs. It just needs regulators to sign off.

When Mark Walter, founder of investment firm Guggenheim Partners, bought the bankrupt Los Angeles Dodgers in 2012, many thought he’d overpaid. The $2.1 billion was almost double what anyone had ever ...

While the pace of economic growth in 2025 is projected to be slower relative to this year, forecasters trimmed their year-ahead recession odds to 25%. That’s the lowest reading since March 2022, and ...

China is the dominant source, accounting for more than a third of imported clothing, more than half of imported footwear, 79% of laptops, 78% of smartphones and 87% of video game consoles, according ...