The deal combines North American and European businesses to create Nuveen Private Capital, a global debt platform with more than $60 billion in committed capital.
The bank will raise $4 billion to fund a years-long reshaping that includes carving out its investment bank and slashing its head count by 9,000.
Americans age 18 and older anticipate they'll need $1.25 million to retire comfortably, a 20% spike since 2021.
It’s a good idea to hold on to correspondence from the Social Security Administration to keep track of your benefits and understand any changes in the monthly amount.
Downeast Private Wealth, led by Lena-Jo Hartley, was affiliated with Investacorp for almost 25 years.
A report details unique needs and investing perspectives of women and estimates that failing to tailor products to their needs cost the industry about $14 billion last year.
The company continued to increase revenue per adviser despite the headwinds of the currently stormy stock market.
The cash flowing into dividend-focused exchange-traded funds is already running 25% higher than the record haul secured in 2021.
Guiding jittery clients through rough financial patches is one of the most important things advisers do, but they need to keep themselves from being emotionally drained by the effort.
The president and owner of an Illinois-based health care company failed to make necessary contributions to the retirement plan.
Gary Kurtz and Michael Campos are opening an office in Lexington, South Carolina.
Endowments at private foundations saw double-digit growth in both 2020 and 2021, rising $1.7 billion last year.
MBA’s gauge of applications falls again to lowest since 1997 as higher borrowing costs have stifled demand for homes this year.
Here are the college savings plans that Morningstar awarded with its highest rankings of gold and silver.
Teams led by Bill and Bruce Sandry make the switch to RBC Wealth Management’s Davenport, Iowa, office.
When considering a move, it’s critical to strike the right balance between satisfying specific, objective criteria for immediate needs while taking a wider perspective of longer-term goals and shared values.
Entry-level employees working at the company's regional call centers are eligible for the program, which will fully pay for tuition, books, fees and taxes.
Financial advisers have until Nov. 1 to help clients lock in the current rate, which drops by a third to 6.48%.
The bank added that it had a 'strong quarter' in financial adviser recruitment in the Americas but gave no details in its earnings information.
Eric Weigel suggests figuring out what type of life you want to lead and then working backward to the steps you need to take to close the gap between where you are today and where you want to be in the future.
