While the president promised during his campaign that Social Security would be tax-free, the bill instead increases the standard deduction for taxpayers age 65 and older by $4,000 annually. The lower ...

Public, an AI-powered long-term investing platform, announced today the launch of a free tool that allows anyone to create their own investment index in a matter of seconds. Generated Assets uses AI ...

The robo-advisor has acquired Rowboat Advisors and plans to incorporate its software technologies later this year.

Active listings for April also ballooned to the highest level since 2019, suggesting homes are piling up on the market. And annual median price growth, measured by completed purchases, was just 1.4%, ...

Wealthy Americans and business investors are among the big winners in House Republicans' draft tax legislation.

The Invest in Others Charitable Foundation aims to amplify, celebrate and inspire the charitable work of the financial services community.

David Gentile, the founder and CEO of GPB Capital Holdings, was sentenced to seven years in prison in a federal court in Brooklyn, while Jeffry Schneider, the owner and CEO of Ascendant Capital, was ...

Bullion dropped almost 1%, eclipsing a modest gain on Tuesday, after Washington and Beijing reached a truce in their trade fight, lowering many tariffs for 90 days. The breakthrough—which came after a ...

Chicago RIA aggregator Hightower has made a strategic investment in Lindbrook Capital, a bicoastal wealth manager with $3.8 billion in assets under management, according to a press release. Hightower ...

The standoff over SALT is one of the remaining sticking points as Republicans seek to advance Trump’s tax cut bill through the House in the coming weeks. The legislation would renew the president’s ...

President Donald Trump’s tariff policies are projected to cut California’s tax revenue by $16 billion in the next fiscal year, Governor Gavin Newsom’s finance department said in a memo.

As family dynamics evolve and financial realities shift, the notion of equal distribution is being reconsidered.