It’s the summer of vacation roulette, with soaring airfares upending plans and sending people to wherever the best deals take them. Michelle Sutton and her wife scrapped their original vision for a ...

Crypto exchange Coinbase Global Inc. will cut around 14% of its workforce, citing a need to manage costs in volatile markets and technological advances in artificial intelligence. The company plans to ...

A former Focus Financial Partners wealth team that joined Mariner last week in Aliso Viejo, Calif., has been sued by their former firm for alleged trademark infringement. The case centers on the name ...

Denver-based Mercer Global Advisors, an acquisitive RIA with $98 billion under management, has expanded its presence in the Greater Los Angeles market with the acquisition of Eagleson Arndt Financial ...

The addition of Lake Tahoe Wealth Management lifts Wealth Enhancement's client assets to more than $148 billion.

Digital trading of municipal bonds hit a record in the first quarter of 2026, an encouraging development for an asset class that has been slower than others in adopting electronic venues. Electronic ...

Meanwhile, Hochul and Mamdani have agreed on a potential surcharge for owners of second homes in New York City worth more than $5 million. The New York City comptroller’s office said in an April 30 ...

Atlanta-based RIA Merit Financial Advisors has acquired Pradel Financial Group, a Seattle-based wealth management firm that was previously affiliated with Commonwealth Financial Network. Founded by ...

Here’s how surviving spouses are penalized: • The 2026 standard deduction is $35,500 for joint couples over 65 but drops to $18,150 for a single filer. A lower standard deduction could mean higher ...

Wednesday will amount to a sort of Groundhog Day for US bond dealers, who will — as has been the case for more than a year ...

Strategic acquirers dominated as they chased integrated capabilities and global growth, ECHELON Partners says.

This is the first article in a three-part series.] I have spent the majority of my career building technology solutions for the wealth management industry. During this time, I have watched the ...