(Bloomberg) -- Some of the world’s biggest fund managers may soon face new rules designed to ensure they can meet investor redemption demands by easily selling assets...

(Bloomberg) -- A new question surrounding Republican presidential nominee Donald Trump’s business empire emerged recently, thanks to the publication of a 1995 New York state tax document: How could he have had a $916 million personal...

The mutual fund giant Fidelity Investments, founded seven decades ago and run ever since by the Johnson family, has won the trust of tens of millions of investors...

(Bloomberg) -- MetLife Inc. has filed for a spinoff of a U.S. retail unit after considering alternate plans to sell the business or exit through an initial public offering...

The Family Businesses Committee and the staff of Trusts & Estates mourn the untimely death of our colleague and fellow editorial advisory board member, G. Scott Budge. Scott was a frequent contributor to the magazine, writing about the...

John Thiel, who has led Merrill Lynch Wealth Management since 2011, is stepping down from his role to pursue other passions in his life, including working with organizations that help the less fortunate. Andy Sieg, who has led the firm’s...

Help is available.​ Envestnet is the latest firm to create tools to help advisors comply with the Department of Labor’s fiduciary rule, which takes effect next April. The firm’s tools include a best interest assessment, which is integrated cli...

Jeff and Kim Camarda, two Florida-based advisors who filed a lawsuit against the CFP Board in June 2013 after being sanctioned by the organization for calling themselves "fee-only" advisors, took a blow in their legal battle on Tuesday...

(Bloomberg) -- The Federal Reserve may be headed for a shakeup regardless of who wins the 2016 election, though Hillary Clinton is seen as less likely to demand radical change than Donald Trump...