Atlanta-based Homrich Berg Wealth Management, an independent wealth management firm with $25 billion in client assets, has rebranded as HB Wealth, the firm announced today.

Moisand Fitzgerald Tamayo, an independent financial planning firm based in Orlando, Fla., managing more than $1.2 billion in client assets, has added two new ownership partners. At the same time, two ...

“While the firm’s digital associates are currently limited to direct account opening, Cambridge is at work expanding their agentic-AI capabilities, with brokerage account opening functionality nearing ...

The new firm, renamed Clear Trail Advisors, is headed by Randolph Price, chairman, his son Matt Price, CEO, and Matthew Kerns, president. The team managed $850 million in client assets while at ...

The Trump administration is in discussions to take a stake of about 10% in Intel Corp., a move that could see the US become the beleaguered chipmaker’s largest shareholder.

Wyoming is the first state to issue its own stablecoin after announcing its plans last year. The launch comes shortly after President Donald Trump signed the first federal bill to regulate stablecoins ...

Merit Financial Advisors, a quickly expanding RIA that oversees $20 billion in assets, has acquired Global Wealth Advisors, a Texas hybrid RIA managing about $860 million in client assets that was ...

The rule has been frozen since last summer, when two separate federal courts in Texas issued preliminary stays. The first came from U.S. District Judge Jeremy Kernodle of the Eastern District of Texas ...

Merit Financial Advisors, a quickly expanding RIA that oversees $20 billion in assets, has acquired Global Wealth Advisors, a Texas hybrid RIA managing about $860 million in client assets. The ...

Pimco agreed to underwrite a portion of the $26 billion of debt and to work with Morgan Stanley to potentially syndicate some of it to other investors. Apollo and KKR had offered to handle the ...

Traders are “less concerned” about a “normal run-of-the-mill pullback” and seem to be more worried about a repeat of the April selloff, said Jeff Jacobson, head of derivative strategy at 22V Research ...

The S&P report offers “no major support for bonds,” said Chris Iggo, CIO for core investments at AXA Investment Managers, adding that tariff revenue may decline if US consumers switch away from ...