Autumn is traditionally a slower time for the housing market, when prices ease and listings tend to linger, according to Danielle Hale, chief economist for Realtor.com. With mortgage rates already so ...

Cerity Partners, a New York City-based independent wealth management firm, today announced that it is merging with Touchdown Ventures, a provider of advisory services for corporate venture programs.

The “4% rule,” which says retirees can safely draw down 4% of their assets annually, with an annual increase for inflation, and have enough to last 30 years if they stay invested in a 60% stock/40% ...

The average for a 30-year, fixed loan was 6.09%, down from 6.2% last week.

Alisa Goldberg, the chair of NASAA’s Investment Adviser Section, said one of the main goals of state regulators is to “help to prevent and root out fraud in the advisory space, enhance investor ...

Wall Street’s biggest banks are divided over how fast and deep the Federal Reserve will cut interest rates over the next year, setting the stage for jittery financial markets until the outlook clears.

Resale inventory rose for an eighth straight month in August, with the supply of existing homes rising 0.7% to 1.35 million. That’s still the highest since October 2020. Even so, that’s well below the ...

LPL Financial today announced that the Bury Financial Group, a Youngstown, Ohio-based firm with about $655 million in advisory, brokerage and retirement plan assets, has joined its broker-dealer, RIA ...

The more effectively wealth managers can adapt to rapid change and incorporate new tools into their offerings, the more they will be able to thrive in a hyper-personalized and AI-driven world.

Like James, Elisabeth hasn’t worked within the Murdoch empire in more than a decade, while Prudence held several executive roles within her father’s companies. Like James, Elisabeth and Prudence are ...

The municipal-bond market’s largest high-yield fund is poised to offload its biggest position—equity shares of a power company called Vistra Vision LLC. Nuveen LLC has reached an agreement to sell its ...

By 2030, AI will replace most financial and wealth planning specialists, completely commoditizing technical expertise. Private wealth industry savants who are the most creative and clever specialists ...