His message is not that AI will fail as a technology. Rather, he warns us that the greatest technological revolutions in history have repeatedly destroyed the investors who funded them. We’ll examine ...

Like many mothers and daughters, Kathleen Malone and her daughter Emily spent last Mother’s Day together, celebrating the day at Kathleen’s house on Lake Norman, a man-made lake north of Charlotte, ...

For years, Americans have heard warnings that Social Security is “running out of money.” The headlines are dramatic, but the reality is more nuanced, and more important to understand. Social Security ...

Financial firms should make clear to advisors and employees that repeated off-channel communications violations can trigger disciplinary action at the firm-level, including suspensions, mandatory ...

KKR & Co. is injecting $300 million into a private credit fund it manages with Future Standard as performance continues to deteriorate. KKR will invest $150 million in preferred equity and tender for ...

A former employee of an LPL-affiliated wealth management firm will spend the rest of his life in prison after a California jury rejected his insanity defense in the 2022 stabbing deaths of a co-worker ...

Michael Burry, the investor made famous in The Big Short, is warning that the Nasdaq 100 Index is headed toward a dramatic reversal after a “parabolic” surge that has driven technology valuations to ...

&Partners, a Nashville, Tenn.- and St. Louis-based hybrid broker-dealer and RIA, has recruited a Wells Fargo team in Illinois that oversees $1billion in client assets. Principality Private Wealth, ...

A tidal wave of advisor retirements is colliding with unprecedented capital in the RIA market, which should mean high profits for firms that have their house in order, experts say. In a panel ...

In theory, it’s a buyer’s market for US house hunters. On the ground, it’s tough to tell. In middle- and lower-priced regions such as Texas and Florida, higher mortgage rates and economic jitters are ...

It’s been said during a bull market, everyone is a genius. Self-directed investors do not see the need for professional advice. Even worse, if they seek it out, they expect it to be free! When a ...