The bull run is far from over and should reward investors with a 14% return this year, according to MFS, a global investment management firm that manages more than $650 billion. That’s despite some of ...

Republicans have promised to extend and expand the 2017 tax cuts while also reducing the deficit. Trump has pointed to revenue from higher tariffs as a way of defraying the cost of tax cuts and has ...

The Brookfield Oaktree Wealth Solutions division expects the bulk of business to come from rich individuals in the U.S.

The president’s salvo is the latest in more than a decade of attacks on what’s called carried interest. Both Democratic and Republican presidents have attempted to end the tax treatment of carried ...

Equity markets including Brazil, Germany, the UK, China and Canada have all yielded higher returns than Wall Street’s S&P 500 year to date, noted strategists including Michael Hartnett. That’s as the ...

Osaic and three subsidiaries were sued today in federal court by investors who alleged the firms breached their fiduciary duties by profiting from their cash sweep accounts at their clients’ expense.

President Donald Trump outlined his tax priorities in a meeting with Republican lawmakers, including a call to end the carried interest tax break used by private equity fund managers and expand the ...

Those that emerged on top in the high-grade list favored shorter-dated bonds. The Principal Spectrum and Capital Securities Income Fund handed investors a total return of 9.81% last year, making it ...

Advisors want alternative products that are easy to understand and use, a BNY white paper found. traditional ones.

Alternative investors worried about high interest rates, inflation, tariffs or government spending should seek shelter in private real estate, according to J.P. Morgan Asset Management. “It’s urgent ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

He found out he’d be getting the job just one day before the firm announced, in October, the firing of company veteran Dan Arnold for cause – and without payment of severance or outstanding equity ...