Republican lawmakers from high-tax states are set to meet with House Speaker Mike Johnson today to press for an increase to the $10,000 cap on state and local tax (SALT) deductions.

Integrated Partners is giving its advisors who work with business owners another tool in their toolbox through a partnership with RISR, a business owner engagement platform. ISR, based in the ...

The Trump administration asked the U.S. trade court to reject a lawsuit by small businesses challenging the president’s global tariffs, arguing that judges don’t have the authority to review the ...

The broker-dealer has partnered with CAIS to offer alts to clients with $10 million or more in investable assets.

Jay Hummel and John Phoenix, two former executives at Envestnet, have launched Uniting Wealth Partners (UWP), which they call a “first-of-its-kind model built by advisors for advisors” that “provides ...

Female advisors and women-focused firms are being heavily recruited right now. Here's how not to have regrets.

Misra’s $23 billion JPMorgan Core Plus Bond Fund saw a nearly $60 million outflow so far this year, while a similar ETF strategy, the JPMorgan Core Plus Bond ETF (ticker JCPB) nabbed a $1.2 billion ...

New York-based Nuveen has been expanding its municipal product line lately, having launched two actively managed municipal exchange-traded funds in January. The firm said it wants to provide advisors ...

Female advisors and women-focused firms are being heavily recruited right now. Here's how not to have regrets.

Morgan Stanley is launching a private equity fund for its widest audience yet—investors wielding a few million dollars—as asset managers help broader masses into the once-exclusive realm.

It is now clear that President Donald Trump's most destructive economic policies will be contained by market, institutional and structural forces.

A net 30,000 New Yorkers fled the city for Florida’s Palm Beach and Miami-Dade counties in the five years through 2022, taking with them a combined $9.2 billion in income, a new report shows.