For the first time in three years, total charitable giving outpaced inflation and reached record highs, according to a report by the Giving USA Foundation.

Among advisors who plan to retire within the next 10 years, only 6% said they have a fully documented succession plan. A third said they would consider leaving their firm without a succession plan.

Fast forward a couple decades, and here I am writing this column from a private club. Much as I would like to believe that my membership is evidence of my exalted social status, a question nags at me: ...

The U.S. minted more than 1,000 millionaires a day last year for a total of 379,000, according to a report by UBS.

“While our policy is to not comment on market rumors, I can tell you that Northern Trust is fully committed to remaining independent and continuing to deliver long-term value to our stakeholders,” a ...

Senate Republicans plan to begin the multi-step process to vote on Trump’s tax and spending cut bill mid-week, setting up final passage in the latter half of the week or over the weekend. That ...

Independent financial advisors running their own firms in New Jersey may soon find it nearly impossible to maintain their independence and avoid classification as employees of their broker-dealers if ...

In a world where yachts can stretch longer than a football field, the marina is relatively modest, handling boats that would max out at the 20-yard line. Here in the New York suburb of Mamaroneck, ...

Wealthfront is best known for its automated investing products and an online platform that's attracted younger customers.

Cash often is the forgotten asset, but it should be valued and protected like any other investment, according to Kelly A. Brown, founder and CEO of Ampersand, a cash management firm based in Waukesha, ...

When onboarding a new client, you can “position the past” as a reasonably reliable indicator of what to expect in the future.

“$7 trillion can easily be $7.5 trillion in 2025,” said Deborah Cunningham, chief investment officer for global liquidity markets at Federated Hermes. “Five-percent-plus rates were nirvana, ...