Mercer Global Advisors has added nearly $900 million in client assets and established a foothold in Kentucky with the acquisitions of two practices.

“Many are worried about delays in response times and processing, which can impact everything from refunds to audits to tax strategy planning,” added Duncan Campbell, principal and a leader of Baker ...

The shift is leading to a pickup in transactions. The HousingWire data show that pending home sales just recently began showing a year-over-year increase after running below last year’s pace in ...

Jefferey Biederman Jr. and Andrew Burns, co-founders of Biederman Burns Wealth Management of Raymond James, join Raymond James & Associates (RJA) in Huntington. They, along with support staffers ...

As increasing fear of inflation and stagflation continue to roil U.S. markets, global asset manager Janus Henderson Investors is pointing investors to non-U.S. equities in sectors such as healthcare, ...

The bank’s stock has advanced more than 140% since Solomon’s tenure as CEO began in 2018, outperforming the broader S&P 500 Index. The value of the new incentives are based on the stock’s price in ...

US families are increasingly buying homes to house members of multiple generations. A record 17% of home purchases last year were “multigenerational” properties, up from 11% in 2021 and the highest ...

We focus solely on using the tax code as a revenue source. Furthermore, our extensive industry and design experience enables us to offer more to our clients. Prince: Could you provide us with a few ...

David Burton, the senior fellow in economic policy at the Heritage Foundation who authored Project 2025’s section on securities regulation, says Finra’s oversight of the broker-dealer industry is ...

Robert Laura is a pioneer in the psychology or retirement and recognized industry thought leader. He is the founder of The Wealth & Wellness Group and the Retirement Coaches Association, as well as ...

The bond manager is warning that President Donald Trump’s aggressive trade, cost-cutting and immigration policies stand to slow the world’s biggest economy by more than previously expected, hurting ...

Turn Tax Season Into A Marketing Win Tax season isn’t just about number-crunching. It’s an opportunity to add value by ...