An Edward Jones survey found that 64% of women caregivers say their role has negatively impacted their financial plans.

RBC Wealth Management has hired a 15-member Atlanta-based team that managed $2.8 billion in client assets at UBS, according to a news release.

Marc Cassalina, an advisor with Merrill Lynch Wealth Management in Poughkeepsie, N.Y., has been awarded the Lifetime Achievement Award from the Invest in Others Charitable Foundation for his work with ...

Private credit more than doubled in size from 2019 thanks to interest rate hikes that made its floating-rate debt more attractive to investors. Now, a Federal Reserve interest-rate cut is adding to ...

Warren Buffett’s continued disposals of Bank of America Corp. shares have now covered the billionaire’s investment cost, leaving him with a more than $34 billion stake that’s pure profit.

The euphoria in equity markets following the Federal Reserve’s interest-rate cut is stoking the risk of a bubble, making bonds and gold an attractive hedge against any recession or renewed inflation, ...

MacQuarie Investment Management and the Securities and Exchange Commission reached an agreement to settle charges related to the pricing of collateralized mortgage obligations (CMOs) in about 20 ...

Retirees in 2022 could start higher, at 3.8%, and in 2023, Morningstar’s safe withdrawal rate returned to 4%, converging with Bengen’s findings. In other years, it could be much higher, such as 4.8% ...

Hired in 1977 and assigned to municipal finance, Kaplan was named a Goldman Sachs partner in 1990. That was the first year the firm welcomed women into partnership ranks since Jeanette Loeb became the ...

Breakthroughs in the field are rare, but we have an impressive catalogue of possible solutions to real-word problems.

The three biggest U.S. money managers slashed their support of environmental and social shareholder proposals in the latest voting season amid a Republican-led backlash against sustainable investing.

As the Financial Industry Regulatory Authority works to weed out bad brokers, many of those brokers are giving up their securities registrations to become state-registered insurance agents who sell ...