And while the foundation of all successful acquisitions has always been due diligence, buyers need to focus on three specific facets of due diligence no matter how many deals they've been involved ...

Palm Beach, Fla.-based Chilton Trust, a privately owned, independent wealth management firm and national trust bank with $8 billion in AUM, has launched a new fund lineup for ultra-high-net-worth and ...

Swensen was the face of higher education’s embrace of private equity, illiquid investments held for the long term. His push beyond the traditional stocks and bonds portfolio was a major part of the ...

As the Fed watches for signs that inflation may be persistent, a crucial factor will be how consumers see tariffs affecting ...

The 2.8% increase in real GDP was the best since the Clinton years and certainly looks better than current prospects under ...

President Donald Trump told Senate Republicans he is open to a state and local tax deduction cap lower than the $40,000 in the House-passed version of his giant tax bill, a person familiar with the ...

Financial advisors are entering a new phase where technology-driven innovation and regulatory oversight collide—and compliance experts are urging firms to get ahead of both.

The Wealth Squad The Global High Wealth Industry Group, commonly called the Wealth Squad, is a specialized unit within the IRS. Established in 2009, it was explicitly designed to focus on the tax ...

These states also had some of the widest disparities between the earnings of the rich and the poor, according to WalletHub.

Vanguard Group, Capital Group and the TCW Group are among the investment giants who have embraced the semi-liquid funds, partnering with the likes of Blackstone Inc., KKR & Co and Apollo Global ...

BlackRock Inc. is planning its second round of job cuts this year after the world’s largest asset manager splurged on $28 billion of deals to wade deeper into private markets. The firm is set to cut ...

In the eyes of Jane Edmondson of TMX VettaFi, Vanguard’s new ETF is a strategic move to challenge BlackRock’s dominance in the emerging-markets space. She points to VOO, the firm’s S&P 500 ETF, which ...