At its peak, Burleson & Company claimed more than 200 clients and about $450 million in assets under management, according to the SEC. Burleson himself had nearly two decades in the business as a ...

Longleaf Capital Group, founded by six advisors from the competing wirehouses, has affiliated with Arkadios Capital.

The sentiment is echoed at UBS, where strategists including Sean Simonds say small caps and low-quality stocks “could continue to outperform as rate cuts help alleviate balance sheet pressures.” The ...

AI is a case in point. The European Union enacted the world’s first comprehensive AI regulation in August 2024, establishing safeguards against risks such as discrimination, disinformation, privacy ...

San Francisco-based Numerai LLC says it has secured a commitment of as much as $500 million from JPMorgan Chase & Co.’s asset-management arm to be deployed over the next year. The quantitative firm ...

The 10-year Treasury yield largely determines what Americans pay for mortgages, business loans and other debts.

Based on the stories of six 401 (k) millionaires profiled below, saving a million dollars for retirement sounds easy. If everyone opened a 401 (k) account at age 22, set aside 10% of their pre-tax ...

Moody’s Analytics chief economist Mark Zandi continued to sound the alarm on the risk of a downturn, warning that states accounting for nearly a third of U.S. GDP are already in a recession or at high ...

The Scharf ETF is the largest ETF launch of the year, according to the firm. Bringing the two funds to market with about $890 million in assets brings with them instant credibility and awareness in ...

Federal Reserve Bank of New York President John Williams said the US economy’s neutral interest rate may not be much different than before the pandemic, given the structural factors that have kept a ...

Home-price growth in the US slowed for a fifth straight month in June. A national gauge of prices rose 1.9% from a year earlier, according to data from S&P CoreLogic Case-Shiller. That was the ...

There are a few strategies family offices can deploy to drive success in supporting a rising generation of leaders.