Finance

Assets held by exchange-traded funds in the U.S. hit $10 trillion for the first time as the investor-friendly products continue their Wall Street takeover.

Four financial advisors and other experts speaking at last week's Future Proof conference shed light on the intersection of the wealth and accounting fields.

Lower interest rates are just one of many factors weighing on the $1.7 trillion market for private debt.

Racquel Oden, HSBC's head of wealth and personal banking in the U.S., talks about how to guide clients through a year of political and economic upheaval.

Leaders from Envestnet, J.P. Morgan Asset Management and Dimensional Fund Advisors discuss how technology has made it both easier and yet more challenging for advisors to manage portfolios on their own.

Large exchanges argue some of the changes could make it more costly for them to offer rebates to brokers in return for order flow.

Fintech startup Intelligent Alpha has launched a chatbot-powered ETF that claims to harness the investment brainpower of Warren Buffett, David Tepper, and more.

The firm raises its predictions after finding that fewer customers are shifting cash in pursuit of higher yields.

New offering would allow advisors to connect with more than 20 external asset managers.

The proposed changes, including to brokers' "payment for order flow" practices, laregly come in response to frenzied trading in so-called meme stocks.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.

Underlying U.S. inflation unexpectedly picked up in August on higher prices for housing and travel, undercutting the chances of an outsize Federal Reserve interest-rate cut next week.

The proposal seeks to mirror similar funds used by Norway, Kuwait and Abu Dhabi to support national interests in technology, energy and other industries.

In an earnings call, an RBC executive says the firm decided to raise its account yields in response to higher Fed rates because "the right balance was to allocate some of that rising rate to our customers."

UBS executives estimate their plan to raise rates on certain accounts will cost the firm $50 million. A new suit cites that as evidence that the firm "violated its obligations to its clients."

Now the questions are: how much, and how often.

Floating rate deals could spell the end of a golden age for direct lending.

The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.