The success of Michael Saylor’s fundraising playbook for Strategy is causing trouble for its imitators, as the market for the convertible bonds they are using to fund bitcoin buys is getting ...

An index of applications for home purchases jumped 11.1%, the most since January, while a gauge of refinancing increased at a similar rate, according to Mortgage Bankers Association data released ...

Diamond Consultants, an industry-leading consulting, recruiting and executive search firm based in Morristown, N.J., is transitioning its leadership to the next generation, the firm announced today.

House Republicans have added a plan to raise billions of dollars to help pay for U.S. President Donald Trump’s massive tax cuts through the sale of thousands of acres of federal land—a politically ...

Wealth managers can connect with ultra-high-net-worth widows through wealth industry networking events or creating thought leadership content.

The move will relax requirements placed on advisors and other employers for designating workers as contractors.

Republicans in the US House are more likely than not to kill a consumer tax credit for electric vehicles, according to Speaker Mike Johnson. “I think there is a better chance we kill it than save it,” ...

The upcoming rate is down slightly from last year, but still among the highest levels since the Great Recession.

AdvicePay, a Bozeman, Mont.-based billing and payment platform for financial planners, has acquired AdvisorBOB, an independent advisor compensation software company.

It is crucial for financial advisors to stand out by crafting a distinct value proposition that accelerates business growth.

Create Your Unfair Advantage by Francesca McLin. It is crucial for financial advisors to stand out by crafting a distinct value proposition that accele ...

Jim Campbell and his son Scotty Campbell, who have been with Wells Fargo for well over a decade, operate Campbell Wealth Management. They join Raymond James Financial Services (RJFS) in Conway, Ark.