In 2011, John Mack, the former chief executive officer of Morgan Stanley, was on a yacht in the British Virgin Islands with his wife, Christy, when the captain made an unusual suggestion to the couple ...

Neither side is making a politically risky bet here, as raising the minimum wage is very popular policy. Of the 28 times ...

In February, a nontraded, perpetual life REIT called Fortress Net Lease REIT filed to raise money from wealthy individuals to buy, finance and lease single-tenant commercial properties. As of mid-June ...

Chappell Wealth, a family-owned, independent financial advisory firm based in The Woodlands, Texas, holds day-long seminars to address the questions of potential clients and current clients.

Inspire Investing, a faith-based Idaho RIA, has agreed to a $300,000 fine after the Securities and Exchange Commission filed a complaint against him alleging he misled investors regarding its ...

Among affluent investors, 50% of women report a high degree of reliance on their advisor, compared with 34% of men. Men, meanwhile, are more likely to be “set it and forget it” investors or ...

An Edward Jones survey found that 64% of women caregivers say their role has negatively impacted their financial plans.

The Federal Reserve cut its benchmark interest rate by half a percentage point Wednesday in a policy shift aimed at engineering a so-called soft landing. Ahead of the decision, Dimon said that whether ...

The euphoria in equity markets following the Federal Reserve’s interest-rate cut is stoking the risk of a bubble, making bonds and gold an attractive hedge against any recession or renewed inflation, ...

Daniel J. Galli has been chosen as the 2025 Financial Planning Association president-elect for a one-year term, succeeding incoming 2025 FPA President Paul Brahim, the FPA announced today.

Marc Cassalina, an advisor with Merrill Lynch Wealth Management in Poughkeepsie, N.Y., has been awarded the Lifetime Achievement Award from the Invest in Others Charitable Foundation for his work with ...

Michelle Bowman cast the first dissenting vote by a Federal Reserve governor since 2005, preferring to cut rates by a smaller amount at Wednesday’s policy meeting. The Fed cut rates by 50 basis points ...