Republican lawmakers from high-tax states are set to meet with House Speaker Mike Johnson today to press for an increase to the $10,000 cap on state and local tax (SALT) deductions.

Integrated Partners is giving its advisors who work with business owners another tool in their toolbox through a partnership with RISR, a business owner engagement platform. ISR, based in the ...

The broker-dealer has partnered with CAIS to offer alts to clients with $10 million or more in investable assets.

The Trump administration asked the U.S. trade court to reject a lawsuit by small businesses challenging the president’s global tariffs, arguing that judges don’t have the authority to review the ...

Misra’s $23 billion JPMorgan Core Plus Bond Fund saw a nearly $60 million outflow so far this year, while a similar ETF strategy, the JPMorgan Core Plus Bond ETF (ticker JCPB) nabbed a $1.2 billion ...

Female advisors and women-focused firms are being heavily recruited right now. Here's how not to have regrets.

Female advisors and women-focused firms are being heavily recruited right now. Here's how not to have regrets.

Jay Hummel and John Phoenix, two former executives at Envestnet, have launched Uniting Wealth Partners (UWP), which they call a “first-of-its-kind model built by advisors for advisors” that “provides ...

It is now clear that President Donald Trump's most destructive economic policies will be contained by market, institutional and structural forces.

A net 30,000 New Yorkers fled the city for Florida’s Palm Beach and Miami-Dade counties in the five years through 2022, taking with them a combined $9.2 billion in income, a new report shows.

New York-based Nuveen has been expanding its municipal product line lately, having launched two actively managed municipal exchange-traded funds in January. The firm said it wants to provide advisors ...

Morgan Stanley is launching a private equity fund for its widest audience yet—investors wielding a few million dollars—as asset managers help broader masses into the once-exclusive realm.