The new index—developed jointly by Morningstar and its subsidiary PitchBook—reflects a world in which capital formation, growth and innovation no longer fit neatly into “public” or “private” ...

Qualified Small Employer Health Reimbursement Arrangements (QSEHRA) For 2026, to qualify as a QSEHRA, the annual limit on payments and reimbursements is $6,450 for self-only coverage and $13,100 for ...

Switzerland already has inheritance taxes, but these are levied by cantons — the country’s states — and in most cases, direct descendents are exempt. The country has about 2,500 millionaires with ...

More than half of family offices see leverage as an important part of their investments, a company survey found.

CAPTRUST Financial Advisors has acquired Cobblestone Capital Advisors, a Rochester, N.Y.-based firm with $3.1 billion in wealth and institutional client assets, according to a press release. The firm ...

Company President Ralph Haberli will serve as acting CEO of he big advisor to workplace plans and the mass affluent.

Hightower announced the launch of Hightower Signature Wealth, the Chicago RIA aggregator’s first national direct-to-consumer advisory practice, at a dinner for press and company officials Tuesday ...

Morgan Stanley’s stock traders, fresh off their best second quarter ever, notched their best third quarter ever — boosted by record results in prime brokerage. Their fixed-income counterparts took in ...

For wealth managers looking to grow their practices substantially, referrals from top T&E lawyers can be a powerful tool.

Blackstone Inc. is creating a new group focused on getting private equity and other higher-fee, more complex offerings into the retirement accounts of everyday investors. The move ramps up efforts by ...

Advisors are going to need more nonfinancial skills in an industry that is shifting away from simply offering investment advice, according to Brian Mora, head of experienced advisor recruiting at ...

The 10-year Treasury yield slipped about 1 basis point to 4.02%. The rate on two-year notes, the coupon maturity most sensitive to expectations for Fed policy, fell to roughly 3.46%, roughly matching ...