Integrated Partners is giving its advisors who work with business owners another tool in their toolbox through a partnership with RISR, a business owner engagement platform. ISR, based in the ...

Republican lawmakers from high-tax states are set to meet with House Speaker Mike Johnson today to press for an increase to the $10,000 cap on state and local tax (SALT) deductions.

The Trump administration asked the U.S. trade court to reject a lawsuit by small businesses challenging the president’s global tariffs, arguing that judges don’t have the authority to review the ...

The broker-dealer has partnered with CAIS to offer alts to clients with $10 million or more in investable assets.

Female advisors and women-focused firms are being heavily recruited right now. Here's how not to have regrets.

Jay Hummel and John Phoenix, two former executives at Envestnet, have launched Uniting Wealth Partners (UWP), which they call a “first-of-its-kind model built by advisors for advisors” that “provides ...

Female advisors and women-focused firms are being heavily recruited right now. Here's how not to have regrets.

Misra’s $23 billion JPMorgan Core Plus Bond Fund saw a nearly $60 million outflow so far this year, while a similar ETF strategy, the JPMorgan Core Plus Bond ETF (ticker JCPB) nabbed a $1.2 billion ...

It is now clear that President Donald Trump's most destructive economic policies will be contained by market, institutional and structural forces.

New York-based Nuveen has been expanding its municipal product line lately, having launched two actively managed municipal exchange-traded funds in January. The firm said it wants to provide advisors ...

Morgan Stanley is launching a private equity fund for its widest audience yet—investors wielding a few million dollars—as asset managers help broader masses into the once-exclusive realm.

COI alliance programs aim to empower advisors to work successfully with COIs. There are several versions of these programs, including: • Coaching. Educate and coach advisors on identifying ...