When we look at a mother’s financial journey, it can be broken down into stages. Here’s advice from the Trust & Will Expert Advisor Panel throughout motherhood.

UBS Group AG is in talks to sell its hedge fund unit O’Connor to Cantor Fitzgerald LP, a move that would end a more than three-decade run of ownership by the Swiss bank, according to people familiar ...

Many financial advisors will never move upmarket because they lack commitment. They want to work with wealthier clients but will not take the necessary actions to connect with and deliver value to ...

Hartnett has recommended bonds over stocks for 2025. Within equities, he prefers international to US assets. He said in the note dated May 8 that American stocks are in a late-stage structural bear ...

The plan is based on a deeply flawed understanding of the relationship between the dollar's global status and U.S. deindustrialization.

Of course, advisors are poised to benefit in offering more services, but to win clients, especially in the ultra-competitive dash for high-net-worth clients, the smart advisors will have to “reinvent ...

Senator Mike Crapo, who leads the Senate Finance Committee, told conservative radio host Hugh Hewitt on Thursday that he’s “not excited” about the proposal to raise taxes, but there are a “number of ...

UBS has unveiled research aimed at preparing women who inherit substantial sums of money to better navigate a smooth wealth transfer.

Zoom out. A few months ago, Bill Gates predicted that in the age of AI, only three jobs are truly safe: coders, energy experts and biologists. That’s it. People who can teach the machines, power the ...

The three-member team at Mathis Wealth Management in Sanford, N.C., with about $200 million in assets under manamagnet, has joined Davenport & Company, a dually registered, employee-owned financial ...

Infrastructure head Raj Agrawal got the nod to oversee KKR’s real estate unit in addition to his own earlier this year, handing him a newly combined business totaling about $171 billion at last count.

The House draft bill also appears “to exempt from SEC regulation the issuance and secondary trading of many of crypto’s most popular tokens including Ethereum, Solana, BNB and Cardano, all seemingly ...