LPL has said it has retained 80% of Commonwealth’s advisors after closing the $2.7 billion deal in August and, on its ...

The strategists project the S&P 500 climbing toward 7,100 to 7,500, with earnings as the engine and broader participation ...

In May, Apollo said it’s teaming up with major U.S. banks including JPMorgan Chase & Co. and Goldman Sachs Group Inc. to trade private credit. The banks act as broker-dealers, sometimes buying debt ...

Gundlach identified several other problem areas in the broader bond market that could cause more trouble in 2026. Notably, he said the surge in the price of Oracle’s credit default swaps (CDS) was ...

Yields on a Bloomberg gauge of long-dated government bonds have returned to 16-year highs, with money market bets underscoring that sentiment. Traders are now pricing virtually no more rate cuts from ...

Public markets offer little relief. Dividend yields on global equities, as tracked by the MSCI All Country World Index, remain near their lowest levels since 2002. Investment-grade credit spreads are ...

Creative Planning has acquired Marshall Financial Group, an established RIA in Doylestown, Pa., with more than $900 million in assets under management. The financial terms of the deal were not ...

Even asset managers who are worried that U.S. stocks are too expensive and too concentrated have no choice but to chase gains, according to Andrew Cole, head of multi-asset investing at Pictet Asset ...

Shaun Hauser of Wellington-Altus Financial discusses the differences between Canada and the United States with the independent advisory movement.

Cerulli’s most recent research has found that 58% of advisor firms focused on ultra-high-net-worth clients offer these services compared with 31% of the broader high-net-worth market. The research ...

JPMorgan shares dropped 3.9% to $302.88 at 1:11 p.m. Tuesday, the biggest intraday decline since the middle of October. That made it the worst performer in the KBW Bank Index.

The belief that your firm is the best and nothing can touch you. The belief that you understand your clients while spending less and less time with them. The belief that people are lucky to work with ...