Investment returns

Amid a tough year for property investors, discerning advisors could still uncover some solid returns.

Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.

Alternative investments are courting private wealth more and more as insitutional money starts to dry up.

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.

Without inflation adjustments to income and net worth criteria, the number of people who qualify to put their money into sophisticated and risky investments has skyrocketed.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

Electronic messaging, Reg BI, crypto and fraud all appeared at the top of regulators' agenda this past year.

The plaintiff in the class-action suit notes that returns at rival institutions rose when inflation started driving prices up last year. Her rates did not.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

The broker-dealer regulator's proposal would fall in line with similar leeway granted to advisors under the SEC's marketing rule.

With interest rates likely to level off, wealth managers who leave their clients in cash could miss out substantial long-term gains.

The inquiry into Wells Fargo comes at a time when clients can often secure much better rates of return through money markets and certificates of deposit.

The firm's total advisor headcount holds steady while its assets under management swell to $816 billion.

Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

The mega bank predicts the traditional investing strategy will outperform both cash and inflation in the next 10 years.

The Wall Street giant is staggering under its plan to shift back to serving primarily the ultrawealthy.

Planners tout advantages of IRAs, equity investing and delaying retirement for clients worried about inflation.

The new offering will be only open to accredited investors and qualified clients.

Jonathan Vincent Glenn's admissions follow his $3 million settlement with the SEC over similar charges.

The Wall Street giant's private bank contends it had advised the plaintiffs against concentrating their money in risky investments.