The Tuttle Capital Government Grift ETF — ticker GRFT — is designed to target firms with apparent ties to Washington powerbrokers, from cabinet officials to stock-trading lawmakers. Yet no major ...

Advisors face a critical opportunity to help millions of Americans shouldering caregiving responsibilities without a financial plan.

Such choices, the researchers say, produce “substantially greater wealth dispersion between those who retain hope of homeownership and those who give up.” Don’t give up, Gen Z. Like previous ...

Wealth Enhancement announced that it has acquired Ascent Private Wealth, a hybrid RIA in Spartanburg, S.C. that oversees more than $240 million in client assets.

It’s revenge of the banks,” said Mike Mayo, a Wells Fargo analyst who tracks the industry’s other major lenders. “For the last 15 years, banks have been competing against nonbanks, analogous to ...

At the big banks and the boutique investment shops, an optimistic consensus has taken hold: the US stock market will rally in 2026 for a fourth straight year, marking the longest winning streak in ...

Most people would agree actively looking for clients within your faith community is the third rail of prospecting. Years ago, I heard about an advisor who stood outside as the congregation was leaving ...

Silver often moves in tandem with gold, but with more violent price moves. A surge in gold in the early months of the year stretched the valuation gap between the two metals to the point where an ...

Mergers don’t end when accounts transfer, new teams are onboarded or new technology is adopted. True success comes months, even years later when culture, technology, operations, and leadership are ...

“In the U.S., the policy environment will support economic growth through rate cuts and fiscal stimulus, especially in the first half of the year,” MFS, which has $661 billion in AUM, said in its 2026 ...

Two weeks ago, Tampa, Fla.-based Concurrent Investment Advisors announced that it had added seven advisory firms in the fourth quarter, lifting assets under advisement past $15 billion and growing ...

Investors hoping for a “Santa Claus Rally”—which typically encompasses the last five trading sessions of the year and the first two of the new one—saw the S&P 500 rising at the start of that period.