Philadelphia-based wealth manager Janney Montgomery Scott has expanded its presence in its home state, landing advisors in Lancaster, Pa., managing more than $760 million in assets. Adam Runk and Greg ...

‘Dumbest Thing’ Blowback has been widespread to the levy, which would apply to annual gains above a modest threshold of 1,800 euros ($2,114). The tax would cover valuation gains and income from assets ...

A salaried job with health benefits has long been considered the gold standard of employment in the U.S. But now, as sharply rising healthcare premiums eat into workers’ pay, young, healthy ...

RBC Wealth Management—U.S. has added a former UBS team in New Jersey that oversaw $542 million in client assets.

Federal Reserve Chair Jerome Powell said he’ll remain at the central bank as a governor after his term as chair ends. “After my term as chair ends on May 15, I will continue to serve as a governor for ...

Financial advisors who still think client searches for advisors start and end with Google are already behind. That was the blunt message from Diana Cabrices, founder of Cabrices Consulting, speaking ...

Fidelity Investments will require thousands of its U.S. employees to come into the office five days a week, ending a more generous policy that allowed them to work remotely half the month. The new ...

UBS Group AG Chief Financial Officer Todd Tuckner said that recent developments have cooled excitement among the lender’s wealthy clients about private credit, adding to the challenges facing the ...

Despite a rocky start this year, the majority of advisors feel the markets are headed for positive territory for the remainder of the year, a new survey says. And most see opportunities in continued ...

Republican lawmakers are looking at ways to lower taxes on capital gains as the party searches for new ways to woo voters worried about the cost of living heading into November’s midterm elections. A ...

For many families, tax season arrives as a surprise. For well-structured advisory relationships, it arrives as confirmation. That distinction matters more than ever. Through April 17, the IRS said the ...

Investors looking for clues on which direction the stock market is headed in the coming weeks will get a rapid-fire reading as soon as trading ends on Wednesday. Four of the biggest companies in the U ...