Bluespring Wealth Partners, the acquisition arm of Kestra Holdings, announced today that it has acquired Pittsburgh-based Signature Wealth, a Kestra Financial affiliate and manager of about $1.41 ...

The age at which people purchase their first home has climbed rapidly since 2021, when the median was 33, according to a National Association of Realtors survey of transactions from July 2024 through ...

Sravani Atluri is the chief marketing officer at Edvisors. She has extensive knowledge of the higher education sector, especially in topics related to student financial aid. She is dedicated to ...

Product innovation is also playing a critical role. New vehicles such as interval funds and evergreen structures are making it easier for investors to access private markets. Firms in the US have led ...

The November CEG Insights Affluent-Investor Confidence pulse reveals differentiated movement across wealth tiers as year-end approaches.

Burry, who rose to fame for his 2008 bet against the US housing market, bought put options — that profit from price declines — on Nvidia and Palantir, according to 13F regulatory filings released on ...

Wall Street chief executives said investors should brace for an equity market drop of more than 10% in the next 12 to 24 months, and that such a correction may be a positive development.

Demand for easy-to-trade vehicles keeps climbing. ETFs now make up 36% of all US fund assets, double their share from a decade ago, BI data show. Still, just one in three of the more than 600 US asset ...

Wealth Enhancement has acquired Wise Wealth, an independent RIA with three locations in Missouri that oversees more than $464 million in client assets, according to a news release. It’s the 100th ...

UBS Group AG’s chairman warned against looming risks in the US insurance industry, citing weak and complex regulations amid an unprecedented boom in private financing.

Portfolio manager Syril Pathmanathan has raised about $600 million for the Jain Global Strategic Transactions Fund.

Such is the relationship between Warren Buffett and earlier finance and investing writers, especially Benjamin Graham, author of The Intelligent Investor. Buffett didn’t dream up most of the ideas ...