Equities

Few clients think to look at the impact of capital gains on their mutual funds.

There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.

“Stocks and bonds say we’re doomed,” said Chris Rupkey, chief financial economist for MUFG Union Bank.

The software giant’s offer comes as many fintech companies are becoming established enough to go public.

The academic duo who fueled the strategy’s boom want to know if worsening performance signifies a bout of misfortune or if something’s fundamentally broken.

A flight to safety that saw funds in short-term bonds and utilities add cash as coronavirus dominated headlines has given way to a vigorous rally.

Data reported by the Investment Company Institute.

The move is part of a larger strategy to bring account minimums down for clients who either can't or don't want to buy entire shares of high-priced stocks.

Similar products are stockpiling unprecedented levels of new cash as investors look to alternative assets for growth and income.

Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.

A quarter of wealthy investors' average assets are currently in cash, according to a new survey.

Many lenders have started to scale back as the fund industry copes with reduced demand for research following MiFID II.

Data reported by the Investment Company Institute.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.

The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.

Anticipation of a prolonged U.S.-China conflict is mounting, and “it’s possible that a currency war will start as well,” an executive says.