Economy

Most investors are rigid about their investing philosophy, which makes them poorly adapted to changing markets and political regimes.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

In J.D. Power’s annual survey, independent and employee reps gave wealth managers a higher satisfaction index than last year.

An array of personal experiences has helped them solve problems for physicians from the Middle East, colonels in the U.S. Army and professional athletes from Compton, the authors write.

Goldman Sachs economists said their optimistic outlook for global growth this year is now increasingly shared by rivals, meaning their forecast is the closest to consensus than at any time since April 2020.

The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.

The regulator’s annual industry snapshot and financial report offer a nuanced picture of wealth management’s most significant dividing line.

Andrew Tasnady shares insights from FP’s annual pay survey and how he expects the grids to shift in the future.

Edward Al-Hussainy, senior interest rate and currency analyst at Columbia Threadneedle, will discuss the economy, inflation and the Federal Reserve.