The tax bill approved by the House today includes a provision for federally funded 'Trump Accounts' that give $1,000 to every newborn child in the U.S.

Lido sold a stake of its firm to HPS, which is an alternative investment firm with $150 billion in assets under management. It joins Charlesbank Capital Partners, which became a majority owner in 2021 ...

VisionPoint Advisory Group and Navitas Wealth Advisors have merged to create Balefire, an SEC registered investment adviser, with more than 60 financial professionals and almost $4 billion in assets.

President Donald Trump said Wednesday evening that he was giving “very serious consideration to bringing Fannie Mae and Freddie Mac public” after more than a decade of being under government oversight ...

The IRS Simple Installment Agreement (IA) has replaced the agency’s Streamlined IA with, among other features, a longer time to pay past-due taxes, interest and penalties. The agency claims that ...

Federal Reserve Governor Christopher Waller said the central bank could cut interest rates in the second half of 2025 if the Trump administration’s tariffs on US trading partners settle around 10%.

Last week, the House Ways and Means Committee approved a significant portion of President Donald Trump’s tax plan, which includes continuing the tax cuts set out in the Tax Cuts and Jobs Act of 2017.

A White House directive would serve as a green light to private asset managers to compete for some $12.5 trillion in 401 (k)-type plans. With US pensions and cash-starved endowments tapped out, ...

Now is the ideal moment for advisors to help their clients manage their IRAs and save the most in taxes over their lifetime, said Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning ...

Eighty-one percent of those in Generation Z and 82% of millennials said their financial planning needs improvement. In addition, 28% of Generation Z and 26% of millennials have received professional ...

Thirty-year bond yields this week traded above 5% in the US, not far from their highest since 2007, while those in Japan reached the most since records began in 1999, with auctions in both countries ...

Jim McDermott of Rusheen Capital Management discusses how climate investing supports long-term wealth preservation and growth.