Gen Xers are taking a new approach to retirement and financial advisors need to accommodate it, according to Robert Laura, founder and president of the Retirement Coaches Association and a retirement ...

His son, Jon Pettinelli, who has served as president since January 2019, will now be CEO and lead the firm’s daily activities. The firm also announced new partners Janice Fong, Allison Steele, Rick ...

Merit Financial Advisors today announced that it has acquired Zimmermann Investment Management & Planning, a Cumberland, Pa.-based firm with $739 million in assets, marking the fourth location in ...

Stocks are close to the most overvalued against corporate credit and Treasuries in about two decades. The earnings yield on S&P 500 shares, the inverse of the price-earnings ratio, is at its lowest ...

Stocks are close to the most overvalued against corporate credit and Treasuries in about two decades.

Bridgewater, founded by Ray Dalio and led by Chief Executive Officer Nir Bar Dea, posted double-digit returns for most of its strategies last year, including an 11.3% gain for its Pure Alpha macro ...

Raymond James has added financial advisor Chris Helton, who managed about $400 million mainly for high-net-worth individuals and business owners at Synovus Securities in Alabama. Helton, in the ...

The Winklevoss twins’ Gemini Trust Co. cryptocurrency exchange agreed to pay $5 million to end a Commodity Futures Trading Commission lawsuit claiming it misled the derivatives regulator in a bid to ...

The bigger appetite for risk, however, did not give as much of a boost to small-cap stocks on Monday, with the Russell 2000 Index lagging behind the S&P 500. The small-cap index gained as much as 1.1% ...

LPL Financial said it has brought over an advisor from D.A. Davidson & Co. who oversaw some $280 million in advisory, brokerage and retirement plan assets. John Somerville will join LPL’s employee ...

The average of the Bloomberg-compiled forecasts suggests the US 10-year yield will finish 2025 around 4.12%. It was there as recently as early December, before Fed policymakers published revised ...

Focus Financial has added its Toronto-based network partner firm Cardinal Point Capital Management to its list of hub firms as it looks to boost growth in Canada, according to a news release.