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 ...

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 ...

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.

The survey, from which a Longevity Preparedness Index has emerged, was the result of a collaboration between John Hancock and MIT AgeLab. MIT AgeLab researchers polled 1,300 Americans across eight ...

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 ...

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

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 ...

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

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 ...