Goldman Sachs Group Inc. is expanding its private equity offering to wealthy individuals across Wall Street and beyond, in the latest sign of investment firms gradually broadening access to the much ...

The dividends paid on REIT investments are generally exempt from federal corporate income taxes, but the tax advantages should not drive the investment, Schlisselfeld said. Instead the liquidity and ...

Many firms, including Goldman Sachs and Bank of America, expect volatility from Donald Trump's trade measures.

Expired Patent The multi-share class model was pioneered and used exclusively by Vanguard Group for more than two decades before the patent expired in May 2023. Dimensional also applied to create ...

Osaic, formerly Advisor Group, has partnered with Zocks, an artificial intelligence platform, to provide its advisors with technology that will minimize some of their mundane tasks so they can spend ...

Donald Trump also promised to eliminate taxes on tips, overtime pay and Social Security benefits during his campaign.

Despite market volatility represented by the recent declines, Chris McMahon, president and CEO of Aquinas Wealth Advisors, is optimistic about the coming few months for investors.

The valuations for RIA firms went up last year, and smaller firms are getting more of a day in the sun, according to a new report from Advisor Growth Strategies, a Phoenix-based consulting firm for ...

Jon Hayes, CSC co-founder, will join MAI as senior wealth advisor, managing director and his CSC colleague, Tim Hightower, will join as wealth specialist and senior associate, according to a news ...

Mercer Global Advisors has added nearly $900 million in client assets and established a foothold in Kentucky with the acquisitions of two practices.

“Many are worried about delays in response times and processing, which can impact everything from refunds to audits to tax strategy planning,” added Duncan Campbell, principal and a leader of Baker ...

The shift is leading to a pickup in transactions. The HousingWire data show that pending home sales just recently began showing a year-over-year increase after running below last year’s pace in ...