Constellation Wealth Capital has taken a minority stake in Merit Financial Advisors, an Atlanta-based wealth management firm with $19.9 billion in assets under advisement, according to a news release.

It’s “for people who are tax-aware — intended for people who want to have S&P 500 exposure without the downside of distributions,” said Dave Mazza, chief executive officer at Roundhill. “There hasn’t ...

The full impact of the immigration enforcement is hard to track because many workers toil in the underground economy. One early indicator: Ridership on LA public transit fell as much as 15% in the two ...

Optimists are 237% more likely than pessimists to be financially prepared to live to 100—a timely finding since the number of retirees making it to 100 is expected to quadruple by 2054, according to a ...

Underperformance and excessive fees" are pervasive problems among the nation's corporate 401(k) offerings, researchers said.

U.S. equities, with the MSCI ACWI ex-U.S. generating a total U.S. dollar return of 19.0%, comprised of a 9.7% local return and an 8.4% currency gain, reflecting a dollar decline. Even with this, most ...

President Donald Trump’s new budget bill is expected to push almost 12 million Americans off their health insurance, creating long-term financial issues for states and health-care providers, according ...

“Bankruptcy no longer seems to be in play as the state has decided to impose the tax hike on Toms River to balance the budget,” said Michael Kenny, a spokesperson for the district, in an emailed ...

Under the new framework, Harvard, MIT, Yale, Princeton and Stanford — the five institutions with endowments of more than $2 million per student — will face an 8% tax. Schools with $750,000 to $2 ...

Tight Spreads They’re getting more choosy as spreads hover near the lowest in five years. Average spreads for Single-B rated term loan Bs were at 393 basis points on June 30 — an uptick from the low ...

Howard Capital Management developed a math-based risk management indicator designed to remove emotion from the investment process.

The company launched four ETFs that adjust their caps and downside protection buffers depending on volatility.