Financial advisors like to use the rule of thumb that housing payments should not exceed 28% of a client’s gross income, SmartAsset noted in a recent report. In 2024, housing payments accounted for an ...

A recent research paper proposes reduced benefits for high earners to help preserve benefits for the most vulnerable.

The Securities and Exchange Commission’s decision to allow Dimensional Fund Advisors to offer ETFs as mutual fund share classes represents a long-awaited landmark for asset management. But the fund ...

"The CFTC and SEC have operated in parallel lanes too often in conflict with each other," Paul Atkins said Monday.

Factors that make a city less safe for residents, and riskier for investors, go beyond crime, SmartAsset reports.

Season 3 finale of the Ask the Retirement expert podcast, Terry Parham sits down with ThinkAdvisor senior reporter to discuss the launch of Innovative Wealth Building, a fast-growing fully independent ...

About 120 of 170 employees of Merrill's $129 billion Global Corporate and Institutional Advisory Services business left to form a Dynasty-affiliated RIA tha ...

What it means: Near retirees are a lot more evenly distributed than retirees. Only three of the metro areas in our top 15 ...

Scores of Merrill advisors and other staff left an Atlanta office managing $129 billion for Dynasty-backed OpenArc.

Greenlight Capital's David Einhorn says the annuity issuer would be more successful as a private company.

Supporters of the One Big Beautiful Bill Act gave wealthy clients a great gift for 2026: Federal estate exemptions will actually increase next year, instead of returning to an inflation-adjusted ...

While layoffs reduced the IRS' headcount, the agency has been pushing out new policies, with more expected soon.