His son, Jon Pettinelli, who has served as president since January 2019, will now be CEO and lead the firm’s daily activities. The firm also announced new partners Janice Fong, Allison Steele, Rick ...

Merit Financial Advisors today announced that it has acquired Zimmermann Investment Management & Planning, a Cumberland, Pa.-based firm with $739 million in assets, marking the fourth location in ...

Bridgewater, founded by Ray Dalio and led by Chief Executive Officer Nir Bar Dea, posted double-digit returns for most of its strategies last year, including an 11.3% gain for its Pure Alpha macro ...

Stocks are close to the most overvalued against corporate credit and Treasuries in about two decades. The earnings yield on S&P 500 shares, the inverse of the price-earnings ratio, is at its lowest ...

Stocks are close to the most overvalued against corporate credit and Treasuries in about two decades.