Interest rates

During the recent banking crisis, both businesses and wealth management clients moved their money out of banks. Commercial deposits have since recovered, but those in wealth accounts continue to decline amid fierce competition from both inside and outside the banking system.

The "everything bubble" was great, but with the Fed predicting a mild recession a different approach is needed to protect historically outsized gains.

While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.

A behind-the-scenes business, cash management services for advisory firms and affluent clients are in the spotlight following the Silicon Valley Bank and Signature Bank implosions.

The poll of economists suggests last year's steep interest rate hikes will come home to roost this year.

Even the shortest-term debt has enticed money managers far and wide.

Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

The firm's chief strategist, Joseph Zidle, expects the Fed funds rate to rise significantly over a long period of time.

Use the “head fake” market rally to reduce interest-rate risk in your clients’ portfolios before the Fed rejoins the inflation battle.

The Fed just hiked interest rates by the most in more than two decades to battle inflation. It's not entirely clear if there will be unintended consequences.

Jerome Powell's hinted-at half percentage point interest rate increase could boost market volatility and send investors into the hands of professional planner.

Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk

How the pandemic is accelerating trends in financial advice and changing the way Americans manage their money.

Concern has already seeped into U.S. markets with the cost of goods including lumber and steel rising this year.

Here’s what managers at some of the largest firms have been discussing and say should be top of mind in the months ahead.

Although home prices have been surging, Bloomberg’s Alexis Leondis suggests a housing supply shortage will keep values from collapsing in the near future.

The impact of lockstep moves in bonds and stocks can be seen in sophisticated portfolio strategies such as risk parity, experts say.

Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.

The central bank’s policy-making body repeated it would maintain its bond-buying program until “substantial further progress” toward its employment and inflation goals has been made.

Without market-leading, high-yield savings accounts, cash management at Betterment and Wealthfront isn’t as attractive as it was in 2019.