As estate planning attorneys, we see this transfer up close, and we see how often it goes wrong—not because documents fail, but because clients feel estranged from their advisors. Women will control a ...

A New Jersey Congressman is looking to roughly double the cap on state and local tax deductions to $80,800 for married couples, in a bid to secure more savings for residents in high-tax states. US ...

California billionaires are stepping up their efforts to boost San Jose Mayor Matt Mahan in the race for state governor, rushing into the vacuum left by Eric Swalwell’s abrupt exit amid allegations of ...

Bassman is seeking about $5 million in back pay, interest and damages, claiming in the suit that Simplify removed him in November as portfolio manager on several funds, including a $1.7 billion ...

LPL Financial announced that it has agreed to buy Mariner Advisor Network, a division of Mariner that supports 367 financial advisors with $31 billion in client assets. The broker-dealer also ...

A standard complaint people have about economic data, especially inflation data, is that it doesn’t reflect their own ...

KKR & Co. has capped withdrawals at 5% of its asset-based finance fund K-ABF, after the vehicle saw redemption requests of roughly 7.2%. The private capital giant told investors on Tuesday that K-ABF ...

The surprise for many retirees isn’t that healthcare expenses exist; it’s the magnitude of those expenses, and how quickly they can change after a diagnosis, procedure, or new medication. Longer lives ...

Farther, a financial technology firm that platforms independent financial advisors, has launched a bespoke practice catering to the needs of centimillionaire and billionaire clients called Farther ...

Take a banker pulling down a $1 million salary. She can easily owe more than $300,000 in federal payroll and income taxes this year, according to calculations by Eric Scaringe, a partner at the ...

BlackRock Inc. took in a net $130 billion of client cash in the first quarter as its focus on higher-fee products helped deliver earnings that beat estimates. BlackRock’s adjusted earnings per share ...

Wells Fargo & Co. said its exposure to private-credit firms was roughly $36.2 billion in the first quarter, while Citigroup Inc. reported $22 billion of such loans in the fourth quarter, noting that ...