Torrance, Calif.-based EP Wealth Advisors, a national RIA with $32 billion in AUM, has acquired NBS Financial Services, EP Wealth announced Wednesday. The move expands EP Wealth’s office in Westlake ...

“One of the first calls a person should make after a job loss is to the advisor. It is our job to know the client’s choices in a situation like that. It is particularly important if the client is near ...

Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.

Rethinking its monetary policy framework will make the central bank stronger, not more vulnerable to an unpredictable president.

Hanging on to assets as they transfer from one generation to another will take more than just good investment and planning skills. It will also require long-term strategies for managing family ...

Generative AI will not replace emotionally intelligent advisors, at least not by 2034. However, the rapid advancements in generative AI may prompt some wealth management clients to forsake human ...

A generational opportunity to buy world-class businesses at bargain prices awaits investors by simply venturing outside of ...

A generational opportunity to buy world-class businesses at bargain prices awaits investors by simply venturing outside of the developed world.

Los Angeles-based Lido Advisors, with more than $29 billion in regulatory assets under management, has acquired Copperwynd Financial, a Scottsdale, Ariz.-headquartered registered investment advisor ...

It would be the most significant move by a major U.S. bank to help everyday customers buy into the asset class.

Billionaire Elon Musk said he is considering sending his government efficiency team to the Federal Reserve, citing a costly renovation of the central bank’s Washington, ...

Americans in their 20s continue to have lower employment and labor-force participation rates than before the pandemic, and ...