In 2011, John Mack, the former chief executive officer of Morgan Stanley, was on a yacht in the British Virgin Islands with his wife, Christy, when the captain made an unusual suggestion to the couple ...

In February, a nontraded, perpetual life REIT called Fortress Net Lease REIT filed to raise money from wealthy individuals to buy, finance and lease single-tenant commercial properties. As of mid-June ...

Neither side is making a politically risky bet here, as raising the minimum wage is very popular policy. Of the 28 times ...

GOP presidential nominee and former President Donald Trump took to social media yesterday to blast out the news that if elected he intends to reverse the $10,000 cap on the state and local tax ...

Chappell Wealth, a family-owned, independent financial advisory firm based in The Woodlands, Texas, holds day-long seminars to address the questions of potential clients and current clients.

Inspire Investing, a faith-based Idaho RIA, has agreed to a $300,000 fine after the Securities and Exchange Commission filed a complaint against him alleging he misled investors regarding its ...

Among affluent investors, 50% of women report a high degree of reliance on their advisor, compared with 34% of men. Men, meanwhile, are more likely to be “set it and forget it” investors or ...

The Federal Reserve cut its benchmark interest rate by half a percentage point Wednesday in a policy shift aimed at engineering a so-called soft landing. Ahead of the decision, Dimon said that whether ...

The partnership represents a vehicle for BlackRock to offer alternative investments to affluent retail investors.

An Edward Jones survey found that 64% of women caregivers say their role has negatively impacted their financial plans.

The bond market has priced in too many Federal Reserve interest-rate cuts, says Daniel Ivascyn, who runs the world’s largest actively managed fixed-income fund at Pacific Investment Management Co.

The euphoria in equity markets following the Federal Reserve’s interest-rate cut is stoking the risk of a bubble, making bonds and gold an attractive hedge against any recession or renewed inflation, ...