RBC Capital Markets acted as financial advisor and Goodwin Procter was the legal advisor to Virtus on the transaction. BofA Securities advised Keystone as financial advisor and Willkie Farr & ...

Procyon said the transaction, which closed today, adds new locations in Michigan and Texas and boosts its assets under management to nearly $9 billion and total headcount to nearly 80. Procyon said ...

The majority of advisors are betting on equity growth of at least 10% next year, according to the InspereX Advisor Pulse survey released today.

But as retirement nears, many are scrambling to catch up on time lost for saving. The study found that 40% of Gen X investors have cut discretionary spending, 34% have increased their contributions to ...

BlackRock Inc.’s flagship Bitcoin ETF has delivered strong returns since its launch — but for most investors, the outcome has been far more modest.

The Private Markets Account by Los Angeles-based InvestCloud was introduced in December 2024 to bring public and private assets together for advisors in a unified account that automates workflows, ...

A gauge of the Magnificent 7 stocks has risen more than 600% since the end of 2019, while the S&P 500 has gained 113%. That has come amid a Covid-pandemic-fueled trend toward Big Tech as well as a ...

In 2025, Greenlight kids and teens up to age 17 invested more than $70 million, up 65% from last year, the company said. They also doubled their recurring automated investments and increased their ...

According to new data from Harvard, most fear that AI is going to take their jobs. The Institute of Politics at Harvard Kennedy School released the fall 2025 Harvard Youth Poll on Thursday, which ...

The retirement system never addressed spending. The question is whether people will like a solution involving annuities.

A GAO investigation has found that some of the nearly $124 billion the government paid last year in advance premium tax credits—the subsidy meant to make health insurance under the Affordable Care Act ...

“Our expectation of solid growth and easier monetary and fiscal policies supports a risk-on tilt in our multi-asset portfolios. We remain overweight stocks and credit,” said Sylvia Sheng, global multi ...