Long term interest rates in the U.S. have been heading higher. Yields on 10-year Treasury notes have risen almost half a percentage tojust under 4.70% this week. That’s the highest since January 2025.

An arbitration panel has ordered J.P. Morgan Securities to pay $4.25 million to one of its former advisors in Beverly Hills, Calif., after he said the bank defamed him in his termination filings.

Investors are pouring money into commodities funds as the U.S.-Iran war stokes inflation, according to Invesco Ltd. Traders last week added almost $86 million to the Invesco DB Commodity Index ...

President Donald Trump’s latest financial disclosures show that he or his investment advisers made more than 3,700 trades in the first quarter, a flurry totaling tens of millions of dollars and ...

The financial planning profession has entered a new chapter in its evolution: fees are surging, nearly every advisor now charges for planning, and artificial intelligence has replaced robo-advisors as ...

Citizens Securities is seeking a temporary restraining order in federal court against a former advisor, alleging he left for Ameriprise Financial Services with confidential information that he is ...

Life insurance companies owned by private equity firms have quietly reshaped their portfolios, piling into higher-yielding alternative credit in a shift that’s entangled the industry with the broader ...

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 ...

When Caitlyn Jenner filed a creditor's claim against the estate of her late manager and close friend, Sophia Hutchins, the dollar figure was hard to ignore: $439,095.88 in allegedly unreimbursed ...

Financial advisors stressing over artificial intelligence taking their jobs should chill a bit, said panelists speaking at the annual Goldman Sachs RIA Professional Investor Forum in New York City ...

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, ...

Boston-based Integrated Partners has added to its advisor network a former Ameriprise Financial Services team in nearby Charlestown, Mass., that oversees about $850 million in client assets. City ...