"This is really a game changer for our residents who work in the tip economy," said Sam Landy, chief executive of UMH Properties, operator of manufactured home communities. "They will gain greater ...

New York Mayor Zohran Mamdani hailed a proposed annual surcharge on some owners of second homes in the city as an important step in his pledge to raise taxes on the wealthy. “I always said that I ...

Kevin Warsh has for years accused the Federal Reserve of losing its way and said it’s in desperate need of “regime change.” Now, as President Donald Trump’s pick to be the next Fed leader, Warsh will ...

For decades, the world’s biggest commodity traders have sought to remain outside of politics, doing deals with anyone who has natural resources to buy or sell. Now, Donald Trump is changing the rules ...

The Raymond James Financial Institutions Division (FID) said an LPL-affiliated advisor managing about $355 million in client assets has joined one of its bank partners in Burlington, Iowa. Advisor ...

Cerulli data highlights strong asset gains and advisor migration as retirements, breakaways aid consolidation.

He’s part of a small army of so-called petition circulators who are vying for enough signatures to get more than a dozen policy initiatives on the state ballot this fall — and collecting bounties of ...

If an advisor already serves a plan, manages participant accounts or exercise discretion, in those cases fiduciary status is automatic—and extends to rollover recommendations. One of the biggest traps ...

According to the Financial Planning Association, as high as 73% of retiring advisors don't have a formal succession plan.

A California team of Merrill Lynch advisors overseeing $800 million in total client assets has left to forge a new firm with ...

This week's earnings revealed just how much of private credit firms' financial firepower actually came from banks.

Two decades ago, Paul and Wesley "Wes" Karger launched TwinFocus in Boston with an intern, an assistant and a bunch of empty office space that they weren’t sure how they were going to fill. The twin ...