Many investors do not believe that they will need long-term care or are underestimating how much it will cost.

Stanford Law School Professors Joseph Bankman and Barbara Fried had meetings in recent weeks with lawyers and other figures considered to be in Trump’s orbit about clemency for their 32-year-old son, ...

“It is essential that investment advisors receive the same support as other small businesses,” said Karen Barr, president and CEO of the IAA, in a statement. “These professionals help millions of ...

AlphaCore Wealth Advisory, a registered investment advisory firm in La Jolla, Calif., announced today that it has agreed to acquire enTrust Wealth Advisors, a San Diego RIA managing more than $420 ...

But its leadership noted the difficulties of competing with private equity for RIA talent in the private client space.

Preparing for the next gen will mean retooling practices to consider younger clients’ desired needs, wants and pricing strategies, which may be less profitable than the 1% assets-under-management ...

CEG Insights research reveals just how important teams can be in driving some of advisory firms’ most crucial key performance metrics—and how a lack of team cohesion can damage firms’ prospects for ...

“Office has bottomed, particularly in stronger markets and better-quality buildings,” Blackstone President Jon Gray said in an interview before the firm reported fourth-quarter earnings Thursday. The ...

Mallouk, 55, who maintained a majority stake, has seen his net worth jump to $10.6 billion, according to the Bloomberg Billionaires Index, which is valuing his wealth for the first time. That puts him ...

Philip Orlando, the chief market strategist at Federated Hermes—who’s in charge of the firm’s views on the economy, the markets and the firm’s investment strategy—said Wednesday that if the Donald ...

Prudential is entering a new chapter, with Chief Executive Officer Charlie Lowrey stepping down in late March and Sullivan taking over. The outgoing CEO, who transformed the insurer in part by ...