His message is not that AI will fail as a technology. Rather, he warns us that the greatest technological revolutions in history have repeatedly destroyed the investors who funded them. We’ll examine ...

Can Congress save Social Security simply by raising payroll taxes on higher-income Americans? Not according to Alex Durante, senior economist at the Tax Foundation, who said in a new blog that a ...

A fund that includes President Donald Trump’s eldest sons among its investors has booked hundreds of millions of dollars in paper profits through a lucrative playbook that involves taking stakes in a ...

Most Americans plan to keep on working after they retire. Yet, few retirees work. That finding, from a recent survey, illustrates a perennial gap between expectations and reality for American retirees ...

US-listed Bitcoin exchange-traded funds are on pace for their worst month of withdrawals since launching two years ago. Investors have pulled more than $4.1 billion from the 13 funds in June, the ...

Perhaps one should avoid the temptation to use house metaphors when describing something like an RIA business. And yet. Like your house, your advisory firm has likely got a lot of your personal stake ...

Andre El-Baba never imagined an investment fund could trap him. A lifelong property manager from Vancouver, he’d spent decades navigating real estate markets and thought he understood risk. So when he ...

Morningstar research suggests that clients retiring in 2026 could start with a withdrawal rate of 3.9% and, adjusting for inflation, continue through a 30-year retirement without running out of money.

An arbitration panel has ordered Atlanta broker-dealer Truist Financial to pay an investor more $2.7 million for his investment in a defunct Bermuda insurance firm that sold annuity products and that ...

The benefits of making contributions to a donor-advised fund include immediate tax deductions, tax-free growth and investment choice. But that doesn’t mean that the funds are a fit for everyone or ...

Ken Griffin is pointing an outstretched arm toward his field of dreams. On this Wednesday afternoon in early February, the CEO of Citadel, one of the world’s largest and most profitable hedge funds, ...