AlTi Global has acquired Envoi, a Minneapolis management-owned family office with about $3 billion in assets under management.

The rule is more vulnerable than a similar Obama-era edict that was overturned by the courts, the financial industry law firm says.

The Glaser Group, based in Nashville, Tenn., is led by managing director and financial advisor Louis Glaser, who is joined by sons Zach Glaser and Nate Glaser, both first vice presidents; Jeff Jones, ...

Biden has pledged to not raise taxes on any household making less than $400,000 a year. Brainard said Biden supports renewing the tax cuts for those earning under that threshold, and will offset that ...

The number of female certified financial planners (CFPs) has grown by 13.9% over the last three years. That percentage outpaced the 11.5% increase in financial advisors over the same period, and the ...

In the wake of the pandemic, more clients are seizing the moment and putting their money to use before they die.

Jim Simons, the mathematician-investor who created what many in finance consider the world’s greatest moneymaking machine at his secretive firm, Renaissance Technologies, has died. He was 86. He died ...

Whether it’s from an inheritance, the sale of a business, or a lottery win, a sudden infusion of cash can cause many challenges for ...

In a small side room, roughly 40 people, including some of Wall Street’s most senior executives of color, crowded around a rectangular array of tables for an invitation-only panel and confronted hedge ...

Peter Mac was closing the sale of a home in the Hollywood Hills, a four-bedroom, five-bath estate with an infinity pool perched above the lights of Los Angeles. The new house had been on the market ...

Pension plans and insurers have been piling into funds that invest in equity tranches of collateralized loan obligations.

A gauge of investors’ desire to extend duration in their portfolios has climbed to the highest in a year and is near its most-elevated level since the US bank started conducting the survey in 2011.