California’s billionaire tax has gotten the headlines, and the billionaires paying to stop it make up a good share of them. They’ve poured tens of millions of dollars into defeating Prop 40, a ...

It’s no longer uncommon to see billion-dollar teams and advisors on the move in the wealth-management space, according to a new report. Just in the past three months, dozens have changed firms for a ...

Sonders told Financial Advisor magazine in an interview today that investors in this current market environment have to be more diversified, more discerning and nuanced in their positioning choices.

The tax-the-rich movement that has stirred ire among Silicon Valley billionaires and Seattle’s ultrawealthy has found its way to the Rocky Mountains. In Colorado, where Aspen is a playground for the ...

Senior housing deals in the US are on pace for a record year as investors rush to capture high returns amid growing demand from the country’s aging baby boomers. Sales of senior living and care ...

LPL Financial announced that it has recruited a team of advisors in the Atlanta suburb of Vinings, Ga., from Northwestern Mutual with about $525,000 in advisory, brokerage and retirement plan assets.

California’s latest technology boom is fueling vast fortunes — and anger over the widening divide between the ultra-rich and everyone else. Now, voters will get a say. Californians are being asked on ...

Schwab CEO Rick Wurster today rejected calls from advisors for better interest rates on the company's cash sweep program, saying "we have no plans to change it." In prepared remarks, Wurster also said ...