Portfolio

Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.

To succeed as an investment professional, you must take a holistic view of your investment strategy.

Firms automating a once little-known investment strategy have become one of the hottest areas for wealthtech acquisitions.

With plans to raise more than $2.2 billion, Robinhood’s IPO would be the fifth-largest on a U.S. exchange in 2021.

While the bank’s second-quarter earnings disappointed, wealth management services, driven by Merrill Lynch, were a bright spot.

Advisors should emphasize the role sector funds play in a diversified portfolio when it comes to specific sector holdings, an expert says.

The strategy, which puts social good ahead of returns, can strengthen bonds with philanthropically minded clients.

For most people, thinking that investing in crypto with retirement money could save on taxes may just wind up jeopardizing their retirement, writes Alexis Leondis.

Deep value managers appear poised to outperform as the country sheds challenges posed by the pandemic, writes Spencer Logan.

Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.