Hedge funds, wealth firms fuel Dubai finance hub’s record growth
Middle East location is increasing its position as a center for global finance.
Trump agrees 15% ‘best we could get’ tariff deal with EU while markets await Fed
Trade deals and interest rates high on the agenda for market watchers this week.
Retirement plans in flux: Why more Americans are reconsidering their exit timeline
Many people have already continued working past their planned retirement date
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Munis trail Treasuries by most since 2020 after issuance boom
With supply expected to stay elevated to the end of the year, muni performance could dip further amid “a game…
Married retirees could be in for an $18,100 Social Security cut by 2032, CRFB says
A new analysis finds long-running fiscal woes coupled with impacts from the One Big Beautiful Bill Act stand to erode…
SEC bars New Jersey advisor after $9.9M fraud against Gold Star families
Caz Craffy, whom the Department of Justice hit with a 12-year prison term last year for defrauding grieving military families,…
Navigating the great wealth transfer: Are advisors ready for both waves?
After years or decades spent building deep relationships with clients, experienced advisors’ attention and intention must turn toward their spouses,…
UBS Financial loses another investor lawsuit involving Tesla stock
The customer’s UBS financial advisor allegedly mishandled an options strategy called a collar, according to the client’s attorney.
Trump’s one big beautiful bill reshapes charitable giving for donors and advisors
An expansion to a 2017 TCJA provision, a permanent increase to the standard deduction, and additional incentives for non-itemizers add…