A mini Ric Edelman? | Copyright Oli Scarff, Getty Images Ric Edelman’s “exponential technology” strategy for investment management is now a BlackRock ETF.  The new iShares Exponential Technologies ETF (nysearca:XT) began with the Edelman F...

• Tax Court denies estate’s income tax charitable deduction because the amount wasn’t “permanently set aside” due to pending litigation—In Estate of Belmont v. Commissioner (144 T.C. No. 6 (Feb. 19, 2015)), the U...

UBS Wealth Management Americas promoted two complex directors to oversee advisors in the New York metropolitan area and southwest regions...

By Svea Herbst-Bayliss ...

Hardeep Walia doesn’t think people have to choose between their brains and their hearts when making investment decisions, and he’s trying to remove that choice...

In the biggest landslides of the third round of the tournament, Wells Fargo Advisors' Mary Mack moved easily past Raymond James head Paul Reilly with almost 72 percent of the more than 21,000 votes cast in the Elite Eight round...

Clear as mud. After topping $2 trillion in U.S. assets, the ETF market still remains a mystery to many investors. In a recent survey by Fidelity and BlackRock, less than one-third (32 percent) of individual investors currently own ETFs in ...

Wes Long, head of Wedbush Securities’ private client services group, has left after nearly 20 years with the California-based brokerage, according to BrokerCheck. ...