According to SEC filings, Creative Planning’s CEO and founder Peter Mallouk owns between 50% and 75% of the firm, which is believed to have several share classes of equity. The Kansas-based firm has ...

After a roughly 10-year renovation, that potential is now on full display in the house, which now covers 4,200 square feet (with an additional 1,200 square feet of exterior space). It has four ...

A number of quantitative hedge funds in China were hit severely on Friday as the nation’s equities staged their biggest rally in years, according to people familiar with the matter.

Your online content needs to look great and convey your expertise. There’s no question that many affluent investors are ...

Michael R. Strain, Director of Economic Policy Studies at the American Enterprise Institute, is the author, most recently, of The American Dream Is Not Dead: (But Populism Could Kill It) (Templeton ...

The sales likely made a nice payout for the pair who helped co-found Trump Media, which owns the X-lookalike social media platform Truth Social, even though the restrictions preventing them from ...

William David Carlton is accused of fraud in a complaint filed by the SEC, which is is asking that he be ordered to return his ill-gotten gains. The complaint was filed today in U.S. District Court ...

How We Got Here Over the past decade, three related shifts, in my opinion, have resulted in capital essentially falling ...

Treasury yields and the dollar fell on expectations the figures will keep the Fed on track for more rate cuts.

“Unloved commodities — industrial metals, materials and international stocks” are the “best rotation breadth plays,” so long as the steps announced by Beijing keep the new floor for China’s 10-year ...

Transform Wealth has some $2.5 billion in AUM, according to its own Form ADV for 2024. The firm partnered with Focus Financial in 2016 and has absorbed other Focus acquisitions in Colorado, including ...

US consumer sentiment continued to rise in late September, reaching a five-month high on more optimism about the economy in the wake of the Federal Reserve’s interest-rate cut. The University of ...