In a move that wealthier taxpayers and their financial advisors will welcome, the Internal Revenue Service today announced inflation-adjusted increases to both the estate and gift tax exemptions for ...

The Premium Client Portal, which will launch in the first half of next year, will enable clients to explore their finances in a more intuitive way, according to Chad Porche, eMoney Advisor's senior ...

“While workers often have an age in mind, many end up retiring earlier than planned,” the survey stated. “Our 10th annual survey of U.S. workers reveals that 62% of retirees left the workforce sooner ...

JPMorgan Chase & Co. sued a former private client adviser who jumped ship to Wells Fargo & Co., accusing him of violating a post-employment agreement by seeking to solicit former clients worth more ...

Traders have flocked to the market amid a tight U.S. presidential vote and the threat of a wider Middle East war.

With the S&P 500 Index hovering near record highs, strategists at Goldman Sachs Group Inc. are warning that stocks may deliver a paltry 3% annually in the coming years — restrained by an already-high ...

Yes, Donald Trump will be declared the winner. No. The vote counts will still be challenged in courts.

The Securities and Exchange Commission said it has penalized WisdomTree Asset Management $4 million for failing to adhere to its environmental, social and governance (ESG) policies in managing and ...

Marbella, Spain -based RavenPack, which has been working with AI technology for more than 20 years, has been offering data analytics for hedge funds, asset managers, and banks. It sees an opportunity ...

The Common Application, a portal that lets students blast their credentials to multiple schools, saw a record number of applications last year. So did Yale University, Dartmouth College and The ...

Although it is hard for most private wealth industry professionals to find and work with wealthier clients, many of them strive (or dream) to work with super-rich families with a net worth of $500 ...

Money managers should prioritize bonds from lower-risk countries with reasonable valuations, company strategists said.