Don't miss: My boyfriend is 75. His portfolio is down 4% this year. Do we fire his adviser?

When applying for Social Security, consider the new enhanced deduction for people age 65 and older, as well as your health, ...

The Federal Reserve, or Fed, is the central bank of the United States. It is made up of twelve district banks that are ...

One aid in the human desire to be smart about money will surely be longtime wealth management and trust expert Mark Shupe’s ...

Notably, the strong showing comes after a record number of deals in 2024 and contrasts with broader M&A trends in the U.S. so far in 2025. Yet, amid the continued buoyancy within wealth management, ...

There's an estimated $84 trillion of wealth that will be transferred to the next generation by 2045, according to Cerulli ...

UK equities are staging a comeback, but there’s still plenty of value out there, says Rupert Hargreaves UK equities are ...

The Goldman Sachs Group, Inc. (NYSE: GS) is one of the stocks that Jim Cramer looked at. A caller asked if the company’s ...

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual ...

Robinhood Markets has come a long way since its debut as a free stock trading app more than a decade ago, but it hasn’t been ...

Key Points - Adjusted operating earnings per share (Non-GAAP) beat estimates at $9.11 for Q2 2025, while Non-GAAP revenue slightly missed expectations at $4.30 billion. Wealth management segment ...