The new firm, renamed Clear Trail Advisors, is headed by Randolph Price, chairman, his son Matt Price, CEO, and Matthew Kerns, president. The team managed $850 million in client assets while at ...

Neuberger Berman is closing in on a $5 billion goal for its flagship fund to buy secondary private equity stakes as investors flock to the strategy. The New York-based manager is expected raise at ...

Starting next year, he said, the new law increases exemptions for federal estate, gift and generation-skipping transfer taxes from $13.99 million to $15 million for single filers and from $27.98 ...

“While the firm’s digital associates are currently limited to direct account opening, Cambridge is at work expanding their agentic-AI capabilities, with brokerage account opening functionality nearing ...

Atlanta-based Homrich Berg Wealth Management, an independent wealth management firm with $25 billion in client assets, has rebranded as HB Wealth, the firm announced today.

Moisand Fitzgerald Tamayo, an independent financial planning firm based in Orlando, Fla., managing more than $1.2 billion in client assets, has added two new ownership partners. At the same time, two ...

Wyoming is the first state to issue its own stablecoin after announcing its plans last year. The launch comes shortly after President Donald Trump signed the first federal bill to regulate stablecoins ...

Merit Financial Advisors, a quickly expanding RIA that oversees $20 billion in assets, has acquired Global Wealth Advisors, a Texas hybrid RIA managing about $860 million in client assets that was ...

When asked for a more personal way to benefit from a weak dollar, the experts’ answers stretched from booking trips to Canada to “enjoy the last inning of USD strength,” to purchasing a home in a ...

The rule has been frozen since last summer, when two separate federal courts in Texas issued preliminary stays. The first came from U.S. District Judge Jeremy Kernodle of the Eastern District of Texas ...

The Trump administration is in discussions to take a stake of about 10% in Intel Corp., a move that could see the US become the beleaguered chipmaker’s largest shareholder.

Merit Financial Advisors, a quickly expanding RIA that oversees $20 billion in assets, has acquired Global Wealth Advisors, a Texas hybrid RIA managing about $860 million in client assets. The ...