“In the U.S., the policy environment will support economic growth through rate cuts and fiscal stimulus, especially in the first half of the year,” MFS, which has $661 billion in AUM, said in its 2026 ...

Years before his death, Jeffrey Epstein appointed Jes Staley, a former top executive at JPMorgan Chase & Co. and Barclays Plc, as one of the executors of his will, according to new files released by ...

Treasurys edged lower after data showed the U.S. economy expanded at the fastest pace in two years, denting expectations for interest-rate cuts in 2026. Yields rose across tenors, led by two-year ...

Marc Rowan is on a mission to redefine private credit. The future of the company he leads, Apollo Global Management Inc., ...

Anyone who has raised grown children recognizes this shift instantly. Authority-based guidance gives way to dialogue. Advice becomes a conversation, not a directive. The advisor’s role evolves from ...

Arthur “Skip” Eugene West, founder of West Financial Group, has prior probation tied to a 2022 restaurant incident.

Investors hoping for a “Santa Claus Rally”—which typically encompasses the last five trading sessions of the year and the first two of the new one—saw the S&P 500 rising at the start of that period.

Brooklyn, N.Y.-based Maridea Wealth, a wealth and investment management firm with $1 billion in client assets, is adding tax and accounting services to its roster of products through the acquisition ...

For the first time, cultural fit has become the leading determining factor—by far—for registered investment advisories that are in the market to acquire other firms, according to the DeVoe & Company ...

For example, former Microsoft Chief Executive Officer Steve Ballmer’s net worth has increased almost $23 billion this year to $169.4 billion, according to the Bloomberg Billionaires Index. Even though ...

Morgan Stanley strategists predict more than $2 trillion in U.S. investment-grade debt sales to hit the market next year, which would be the most ever. That’s expected to be driven by AI expansion ...

Two weeks ago, Tampa, Fla.-based Concurrent Investment Advisors announced that it had added seven advisory firms in the fourth quarter, lifting assets under advisement past $15 billion and growing ...