Apollo Global Management Inc. is seeking to build a marketplace that would allow investors to buy and sell high-grade private assets more easily, while encroaching further into terrain once dominated ...

Denver RIA acquirer Mercer Global Advisors has announced the acquisition of Financial Partners Group, a Tennessee practice managing $660 million in client assets, according to a press release.

The Magnificent Seven have driven the S&P 500’s earnings expansion and equity returns, with the group comprising about one-third of the benchmark’s weight. They’ve made up more than half of the ...

Now, a group of academics claim they’ve put a price tag on the resulting cost to pension funds and other market participants known for their rebalancing activity: $16 billion a year.

‘Vanguard Effect’ Vanguard chief executive officer Salim Ramji is no stranger to the race to the bottom. Ramji, who joined Vanguard in July from rival BlackRock, said that the firm’s historical fee ...

Advisors can establish trust with their client in a variety of ways, the survey found. Forty-six percent of investors said they want an advisor to demonstrate that they understand the client’s ...

Private Placement Life Insurance (PPLI) is a unique policy that combines the benefits of institutionally priced life insurance with flexible investment opportunities. In appropriate circumstances, ...

Emerging-market stocks and currencies rallied as fears eased Tuesday that President Donald Trump’s threats would spark a full-blown trade war.

As Americans start to wrap their minds around where to go this summer, an entire continent is falling down the priority list: Europe. Data from the European Travel Commission shows that the share of U ...

A renewed wave of dip buying lifted stocks after a wild day for financial markets around the world, with big tech leading the way ahead of results from Google’s parent Alphabet Inc.

Understanding The Supported RIA Model by Joe Ramonas. While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be c ...

While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging.