JPMorgan Chase & Co. plans to let trading and wealth-management clients use some cryptocurrency-linked assets as collateral for loans, a major step by the biggest U.S. bank to make inroads into an ...

Nerney argues that alts can potentially enhance a 401 (k)’s performance—perhaps especially for younger workers, since alts are generally held for a decade or more. “As public markets become ...

Financial advisors worried about client retention amid the great wealth transfer are getting a bit of bad news from a recent study: A new wealth report released by Capgemini’s Research Institute found ...

Advisors can bring clarity, structure and risk alignment to clients' workplace retirement planning with five steps.

Wunderi joins CAPTRUST from Echelon Partners, an investment bank focused on M&A deals in the wealth and asset management space, where he served as a managing director since 2016.

Global wealth surged last year, with the number of millionaires across the world hitting a record 23.4 million. The annual World Wealth Report from Capgemini, an IT services and consulting group, ...

Senate Republican Leader John Thune said President Donald Trump’s giant fiscal bill is unlikely to repeal the estate tax. “I’d love to get rid of it,” Thune told reporters Wednesday, adding that ...

Despite concerns about economic turbulence, inflation and global trade uncertainty, Federated Hermes Chief Equity Strategist Phil Orlando told financial advisors at BNY Pershing’s Insite Conference in ...

The 2.8% increase in real GDP was the best since the Clinton years and certainly looks better than current prospects under ...

Private-sector payrolls increased by 37,000 last month, according to ADP Research, lower than all estimates in a Bloomberg survey of economists. That marked the second month in a row when the figures ...

Senate Majority Leader John Thune believes the deal that led the U.S. House to increase the maximum deduction for state and local taxes to $40,000 will have to be changed in his chamber, according to ...

State Comptroller Glenn Hegar said BlackRock had rolled back many of its green-focused initiatives, including exiting the Net Zero Asset Managers initiative and stepping back from the Climate Action ...