Jose Rodriguez of Texas embezzled more than $5.5 million from Morgan Stanley and its clients, prosecutors said.

Nevada, which has no capital-gains tax and no estate tax, isn’t the only place Washingtonians are looking. There is Arizona, where income and capital gains are taxed at 2.5% and there is no estate tax ...

Prevalence Of The Family Office Practice Business Models A global survey of 121 accounting firms’ family office practices found that accounting and administration represent the most common business ...

While inflation has dropped significantly from where it was a few years ago, Americans are still worrying about it and feel their salaries are failing to keep up, according to a survey from ...

Stratos Wealth Partners began 2024 by recruiting former Osaic-affiliated Pettinelli Financial Partners of Redwood City, Calif., which has $700 million in client assets.

Advisors who embrace the unified managed household (UMH) approach—and more do every day—manage the tax effect on long-term investing, so their clients have more money in retirement and the potential ...

Mortgage rates in the US fell for the first time in three weeks. The average for 30-year loans was 6.65%, down from 6.67% last week, Freddie Mac said in a statement.

Advisors see referrals as a way to bring in clients who are good fits for their firms, Mora said. The survey also found that 54% are focusing on enhancing their digital presence, while 29% said that ...

Ten Senate Democrats crossed the aisle to support the procedural vote needed to clear the filibuster threshold. Ultimately, the bill passed 54 to 46, leaving House Democrats frustrated and divided, ...

The overall outcome cohort, based on the firm’s estimates, was among the fastest growing segments in 2024, jumping 58% from the prior year. BlackRock currently has 12 ETFs under the umbrella with ...

The dollar and European stocks fell after Trump announced 25% tariffs on auto imports and pledged harsher punishment for the EU and Canada if they join forces against the US. Investors worry that ...

The government’s other main gauge of economic activity — gross domestic income — rose 4.5% after a 1.4% increase in the third quarter. While GDP measures spending on goods and services, GDI measures ...