Jefferies recorded $7.5 billion in technology-stock selling imbalance last week, its largest in more than five years, as investors aggressively reduced exposure to the ...

Tariffs, oil spikes, and flare-ups along critical shipping lanes have given investors plenty of reasons to brace for a slowdown. Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors ...

White House economic adviser Kevin Hassett acknowledged Monday that inflation may be moving in the wrong direction again, ...

Elon Musk says he will give every child in America one share of SpaceX next year, a promise that could transfer more than $10 ...

Billionaire hedge fund founder John Overdeck has won a partial victory in New Jersey’s largest contested divorce case, ...

Peter Schiff is warning Bitcoin investors to sell before the November midterm elections, arguing that rising inflation, ...

Advisors anchored to the Nasdaq-100 have ridden its largest names for years, for better and for worse. When mega-cap technology stocks sag under the weight of massive AI spending, a cap-weighted ...

Now it applies to existing relationships as well, meaning an established RIA with less than $100 million held at Fidelity ...

Moderated by The Wealth Advisor’s Scott Martin, the leadership panel featured Rosemary Hueser (BOK Financial), Michael Costa (Fiduciary Trust), Jim Combs (National Advisors Trust), Neil P. Archibald ...

Wells Fargo and Merrill Lynch have agreed to pay a combined $4.4 million to settle allegations that they charged excessive ...

Speaking with The Wealth Advisor’s Scott Martin, Brendan Malone, Partner at Greenrock Research, argues that the traditional 60/40 portfolio is facing pressure on both sides, and that neither stocks ...

Synergy Asset Management, LLC is an SEC-registered investment adviser providing investment-management, OCIO, and ...