Inspire Investing, a faith-based Idaho RIA, has agreed to a $300,000 fine after the Securities and Exchange Commission filed a complaint against him alleging he misled investors regarding its ...

The Fed governor said he’s now estimating that the Fed’s favored gauge of inflation — the personal consumption expenditures price index — has risen over the last three months at an annualized rate of ...

An Edward Jones survey found that 64% of women caregivers say their role has negatively impacted their financial plans.

Chappell Wealth, a family-owned, independent financial advisory firm based in The Woodlands, Texas, holds day-long seminars to address the questions of potential clients and current clients.

Among affluent investors, 50% of women report a high degree of reliance on their advisor, compared with 34% of men. Men, meanwhile, are more likely to be “set it and forget it” investors or ...

Marc Cassalina, an advisor with Merrill Lynch Wealth Management in Poughkeepsie, N.Y., has been awarded the Lifetime Achievement Award from the Invest in Others Charitable Foundation for his work with ...

RBC Wealth Management has hired a 15-member Atlanta-based team that managed $2.8 billion in client assets at UBS, according to a news release.

Private credit more than doubled in size from 2019 thanks to interest rate hikes that made its floating-rate debt more attractive to investors. Now, a Federal Reserve interest-rate cut is adding to ...

The euphoria in equity markets following the Federal Reserve’s interest-rate cut is stoking the risk of a bubble, making bonds and gold an attractive hedge against any recession or renewed inflation, ...

(This is Part 2 of a two-part article. The first installment, providing an overview of Morningstar’s research, can be found here.) Christine Benz, Morningstar’s director of personal finance, has five ...

Warren Buffett’s continued disposals of Bank of America Corp. shares have now covered the billionaire’s investment cost, leaving him with a more than $34 billion stake that’s pure profit.

MacQuarie Investment Management and the Securities and Exchange Commission reached an agreement to settle charges related to the pricing of collateralized mortgage obligations (CMOs) in about 20 ...