According to research by financial technology company SmartAsset, only 412 U.S. RIAs, or less than 3%, manage, $1 billion or more in assets under management. There are 377 in the $1 billion to $10 ...

Mariner has acquired two firms, Rochester, N.Y.-based Forté Capital and Scottsdale, Ariz.-based Ultra Financial Partners, with a combined $1.7 billion in assets under advisement, according to a news ...

Sieg was hired in September 2023 by Fraser to assist with her turnaround strategy for Citigroup. Under Sieg, the wealth unit has successfully shifted its focus from a lending-oriented private bank to ...

The Retirement Planning Group (TRPG) has acquired First Financial Advisors, a Muskegon, Mich.-based wealth management firm with more than $300 million in client assets, a firm statement said.

Fintech firm Amplify Platform has introduced a new risk assessment tool that it claims provides a more accurate picture of the amount of risk advisors have in their portfolios.

The NAR report showed that the supply of previously owned homes edged up 0.6% to 1.55 million, the highest since May 2020. The bigger selection of homes has yet to jump-start sales the way some ...

This year, that volume could top $220 billion, according to Perry.

Federal Housing Finance Agency Director Bill Pulte recently urged Attorney General Pam Bondi to investigate Cook over a pair of mortgages. After Bloomberg News reported the referral Tuesday evening, ...

Sharp losses in high-flying momentum stocks may present a dip-buying opportunity if history is any guide, according to Goldman Sachs Group Inc.’s trading desk. The traders cited rebounds after similar ...

Policymakers have held interest rates steady this year while they wait to see how tariffs will affect inflation and growth.

“Foreign central banks are more advanced in the easing cycle and we think the Federal Reserve has some room to lower rates,” he said in an interview. “The outperformance of fixed income should come ...

As the stock market keeps soaring to new highs despite worries about trade wars, inflation and a recession, some Wall Street pundits have been pounding the table on small-cap stocks. Not any stocks in ...