Financial services industry lobbying group Finseca doesn't believe that a repeal of the estate tax, being floated yet again by Republicans and supported by more than 200 groups, is the best solution ...

The private markets fund J.P. Morgan Chase 's asset and wealth management unit launched less than two years ago for individual investors has now passed $1 billion in assets, according to The Wall ...

UBS is shuttering parts of its digital wealth offerings just months after company leadership indicated a "rebalance" from its ultra-high-net-worth comfort zone toward a larger pool of clients ...

Hightower said it has bought a stake in a registered investment advisory firm with presence on both coasts in its first strategic investment so far this year.

Goldman Sachs is on the hook for close to $1.5 million over allegedly misreporting billions of trades to the Consolidated Audit Trail database.