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 ...

Irrevocable trusts are typically just that: locked from the minute they’re signed, virtually unchangeable. But sometimes a trust that’s been around for a long time needs to be adjusted to better fit ...

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.

Fintech firm iCapital has announced plans to acquire Citi Global Alternatives, the advisor to Citi Wealth’s global alternative investment fund platform that houses about 180 funds.

Investors are turning to alternative investments, including alternative ETFs, and even cash to deal with the volatility of the current marketplace, State Street Global Advisors said in two new studies ...

The JPMorgan CEO said some clients are holding back on investments because of all the tariff-related volatility.

Buyout firm Partners Group is lobbying the US Department of Labor to issue further guidance on private equity and 401 (k)s, seeking to spur greater adoption of alternative investments in Americans’ ...

The legendary investor has given away billions worth of Berkshire Hathaway shares, part of a plan to gift 99.5% of his wealth.

Fermat oversees a $10 billion portfolio of mostly cat bonds, while Twelve Securis — a firm that’s the product of a recent merger between Twelve Capital and Securis — manages $8.5 billion of ILS assets ...

From canola oil to colorful dyes, the US food industry is girding for a shift away from the ingredients that made American diets among the cheapest in the world.

Decanting laws provide a way to help clients get out from under trust provisions that no longer work.