“After a choppy market for IPOs this year, this debut is a very positive sign,” said Don Zambarano, head of private equity at KPMG US. “With firms facing continuing pressure to return capital to their ...

Integration isn’t technology strategy anymore—it’s client experience strategy. It’s valuation strategy. It’s survival strategy. Look around: the biggest fintech wave right now is not “new tool that ...

In the emerging hierarchy of global wealth, the wealth managers who serve this elite tier will be at the core of financial power in the coming decade.

Forecasting a central scenario for the U.S. economy in 2026 appears to be a straightforward exercise. But the probability that this baseline forecast would materialize probably does not exceed 50%: ...

The play: A private credit firm—one with arms that invest across various debt markets—buys a small slice of a company’s syndicated loans. Once in, they have greater access to the borrower, and can ...

UBS Group AG is set to begin its latest wave of job cuts in mid-January, according to people familiar with the matter.

“These companies are more sensitive to shocks, leaving them at risk of sudden repricing,” wrote Bram Kaplan, JPMorgan’s head of Americas equity derivatives strategy. “Low Vol stocks possess a more ...

Two other advisors have joined existing FiNet practices. One, Mark Serrian, came from Oppenheimer, where he managed more than $222 million, and he joined Shore to Summit Wealth Management, a ...

Chu and his co-conspirators fraudulently pledged charged-off loans to Lender 1 “for years” until Tricolor collapsed, the indictment said. By at least 2021, the manipulation expanded beyond Lender 1, ...

Veater Financial is the latest team to join Osaic’s W-2 channel. In August, New Jersey-based Schaible Russo Financial transitioned from an independent contractor business model, and in September, West ...

Almost 60% of Americans believe that 2026 will be better for them financially, according to a WalletHub survey of people's financial outlook and resolutions in the new year. While 34% of those ...

The passage of the One Big Beautiful Bill Act (OBBBA) was many things to many people. It’s a huge law, and it significantly changes the giving and estate planning ...