Wealth management

Problems can arise when one soon-to-be ex-spouse is actively participating in the cryptocurrency market while the other has minimal comprehension of the technically sophisticated product.

With the death of Fidelity’s Ned Johnson a few weeks ago, two years after the loss of Vanguard founder Jack Bogle, it’s a good time to take stock of the contributions each made to turning consumers into investors.

About 38% of Black investors under 40 years old own digital tokens compared with 29% of their white counterparts, according to a new survey.

The regulator plans to focus on Reg BI, ESG criteria, private funds, cybersecurity and crypto assets in 2022, according to its closely watched report.

Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.

The top performers in the survey beat their benchmarks in at least seven of the 10 years studied.

For advisors, cryptocurrency is increasingly too impactful to ignore as their clients — and not only millennials — are interested in the offerings.

Morgan Stanley came into possession of Water Oak when it bought Eaton Vance a year ago.

This deal continues Hightower’s trend of buying existing RIAs rather than trying to lasso breakaway brokers.

Jamie Dimon just received almost $56 million of JPMorgan Chase’s stock, before taxes, from an incentive program the bank valued at less than half that much just three years ago.

The bill would raise the required age to begin withdrawing money from retirement accounts to 75 from 72.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

Will its portfolio managers be comfortable working with ETFs and their transparency and capacity issues?

General Counsel Leo Rydzewski said more help is on the way as the organization bolsters its repository of tips and how tos.

The role of Switzerland as a place for Russia’s wealthy to stash their money is coming under increased examination.

Valuations are growing, but not as quickly. Brand is key. Size matters.

Under Biden’s plan, the tax would apply to households worth more than $100 million who do not already pay 20% tax on their “full income."

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

CEO Bruce Van Saun said the bank wouldn’t search for deals as aggressively as it had last year, but Florida expansion remains a focus

The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets.