The convergence of an AI bubble and geopolitical risks pose the greatest threat to global markets, according to Nicolai Tangen, chief executive officer of Norway’s $2.1 trillion sovereign wealth fund.

U.S. today said it has added a former Morgan Stanley team that oversaw $360 million in client assets to its Annapolis, Md., branch. The Turnock Bonacci Group is led by Kevin Turnock (a managing ...

Restitution, a critical measure for advisors and clients alike, moved in the opposite direction of fines, the analysis found. Finra ordered approximately $15 million in restitution in 2025, down 35% ...

The firm tapped NBA Hall of Famer Dwyane Wade to chair the group, which also includes seven-time Super Bowl-winning quarterback Tom Brady and two-time FIFA Women’s World Cup winners Alex Morgan and ...

These cities topped the list in a WalletHub study that looked at factors such as emotional well-being and income.

Summit Financial has taken a minority stake in Signet Financial Management, a $1.2 billion Parsippany, N.J.-based registered investment advisor that also has offices in Virginia and Florida. Summit, ...

A former Georgia investment advisor has pleaded guilty to wire fraud after prosecutors say he stole nearly $10 million from an elderly client, marking one of the more egregious recent cases of advisor ...

Tim Burchett to eliminate capital gains taxes on home sales is drawing attention on Capitol Hill and among financial advisors, as Republicans debate how far to go in cutting taxes tied to real estate.

Mounting strains in the $1.8 trillion private credit market are giving investors a reality check and making them pay more attention to the illiquid nature of the asset class—and whether they are being ...

Waverly Advisors of Birmingham, Ala., has acquired McBride Financial Advisors, a registered investment advisor based in Seahurst, Wash., adding about $181 million in assets under management.

U.S. mortgage rates jumped last week to the highest level of the year, leading to a sharp pullback in refinancing activity. The contract rate on a 30-year mortgage rose 11 basis points to 6.30% in the ...

Few benchmarks matter more to financial investors than the S&P 500. Trillions of dollars track it directly, and many more are evaluated against it. Inclusion often boosts a firms ...