The shift to a new interest rate environment added more fuel to the fire, pushing REIT total returns up 16.8% in the third ...

The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of ...

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C ...

Celebrating excellence in financial advisory, the 10th annual Wealth Management Industry Awards honored 84 companies and a ...

Kamala Harris' presidential campaign received more money from financial advisors than Donald Trump's, even though the Republican candidate received a greater number of individual donations.

The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. 1, 2026. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million.

Listen as Teresa Hassara, Senior Vice President at Principal as she outlines the firm’s priorities for the future, including a strong focus on service excellence, discovering innovative solutions, and ...