Long term interest rates in the U.S. have been heading higher. Yields on 10-year Treasury notes have risen almost half a percentage tojust under 4.70% this week. That’s the highest since January 2025.

The financial planning profession has entered a new chapter in its evolution: fees are surging, nearly every advisor now charges for planning, and artificial intelligence has replaced robo-advisors as ...

When Caitlyn Jenner filed a creditor's claim against the estate of her late manager and close friend, Sophia Hutchins, the dollar figure was hard to ignore: $439,095.88 in allegedly unreimbursed ...

Like many mothers and daughters, Kathleen Malone and her daughter Emily spent last Mother’s Day together, celebrating the day at Kathleen’s house on Lake Norman, a man-made lake north of Charlotte, ...

Life insurance companies owned by private equity firms have quietly reshaped their portfolios, piling into higher-yielding alternative credit in a shift that’s entangled the industry with the broader ...

Financial advisors stressing over artificial intelligence taking their jobs should chill a bit, said panelists speaking at the annual Goldman Sachs RIA Professional Investor Forum in New York City ...

For years, Americans have heard warnings that Social Security is “running out of money.” The headlines are dramatic, but the reality is more nuanced, and more important to understand. Social Security ...

Boston-based Integrated Partners has added to its advisor network a former Ameriprise Financial Services team in nearby Charlestown, Mass., that oversees about $850 million in client assets. City ...

Tax season just ended. Clients have just put a lot of their attention on statements, accounts and beneficiaries, making now the optimal time for advisors to discuss estate planning before summer ...

KKR & Co. is injecting $300 million into a private credit fund it manages with Future Standard as performance continues to deteriorate. KKR will invest $150 million in preferred equity and tender for ...

Financial advisors are often “Type A” personalities. They want to take action. Years ago, I heard about a management training exercise where a group of participants was told to imagine their plane ...