A Florida financial advisor has been sentenced to eight years in prison for stealing client funds and promoting an illegal tax shelter in a scheme over a decade starting in 2013.

“It’s the big institutions that are causing the massive selloffs,” said Michael Antonelli, a market strategist for Baird Private Wealth Management. “Retail is just scooping it up every two weeks, and ...

RBC Wealth Management – U.S. has added a team that managed $500 million in client assets at UBS to its Great Lakes Complex in Syracuse, N.Y., according to a news release.

Moderate House Republicans are lobbying House Speaker Mike Johnson to lessen cuts to several clean energy tax credits in the broad tax and spending bill prior to the GOP’s plans to bring it to the ...

The chair of the House’s tax-writing panel said the $30,000 limit his committee put on the state and local tax deduction is “fair” and lawmakers from high-tax states should accept it.

The temporary suspension of some tariffs on Chinese imports is likely to ease the panic of empty shelves, higher prices and a recession, but pending an agreement, the risks for businesses and ...

Well-intentioned monetary gifts to special needs families can make them ineligible for federal aid, Rich Yam said.

Fintech venture studio Surge Ventures has introduced an artificial intelligence platform that combines the services of three existing platforms in the areas of compliance, cybersecurity, and data ...

What tariff trade war? Once floundering stocks are sizzling and economist Ed Yardeni, along with other Wall Street strategists, is lowering the odds of a recession and upping year ...

The regulator said it is watching for such activities and that firms need a good reason for switching client accounts.

The most effective response to fear-driven downturns is a disciplined focus rooted in diversification and avoiding rash decisions based on sentiment alone. The economy remains stronger than headlines ...

How Fear Can Drive Downturns In The Markets And Economy by Rick Wedell. Human emotion can often be the kindling that fuels an economic slowdown.