Equities

Regulators accused the investment tech company of costing customers millions of dollars by not reducing their capital gains liability.

Researchers find that performance expectations are highest among people who invest in environmental, social and governance causes for moral reasons.

The Wall Street regulator's sweeping proposal would affect everything from brokerage fees to how stock prices are quoted.

The stalwart allocation has a logic to it, but its simplicity hides two significant problems.

A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.

Analysts from Dimensional, Dynasty and eToro say the worries about a recession have yet to come to fruition in 2023.

Portfolio reviews and retirement contributions are at the top of to-do lists of Morningstar, AARP and industry groups.

Government watchdogs propose more oversight amid collapse of crypto and falling markets.

The Wall Street regulator's Regulation Best Execution would require firms to go to extra lengths to ensure they're getting the best deals for customers.

As interest rates rose and stocks fell over the summer, Americans saw their wealth decline.

Shareholder advocacy nonprofit As You Sow singled out Berkshire Hathaway as a low performer while giving good marks to CVS, PayPal and Activision Blizzard.

Rising rates threaten the safe-haven status of bonds, long the designated driver to our tipsy friend, equities, writes Eben Burr.

Recessions clear out economic deadwood and lay the groundwork for the next boom.

The "set it and forget it" approach has gained popularity in recent years, but a more active approach has its advantages in a volatile market. Here's the case for each.

Hedged strategies out of favor since the 2007-08 financial crisis could prove useful to older investors in today’s downward-moving markets.

May's $2 billion in outflows is the largest cash pullback on record.

Higher fees, illiquidity and lack of transparency raise questions about suitability.

Here are tips for investors young and old