Investment funds

The U.S. Fifth Circuit Court of Appeals in New Orleans sided with the private funds industry, which argued that the agency overstepped its authority.

The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.

As investors try to lock in high yields, actively managed bond funds are making an unexpected comeback.

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.

Authors add that the asset class can still be a welcome source of diversification for investors who can stomach the risk.

The Wall Street giant is looking to fix its place in what's project to be a $10 trillion market by 2030.

UBS receives praise for diversification outside the U.S., particularly in Asia.

A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?

One of the largest independent wealth management firms faces a big potential SEC judgment in a case that sheds light on industry revenue-sharing practices.

The wealth management giant is the latest firm seeking to give investors access to private vehicles that have generally outperformed their public counterparts in recent years.

The world's largest asset manager has posted net ESG inflows every quarter for the past two years.

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

The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?

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.

Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.

In 2023, seven tech stocks dominated the Nasdaq 100. Analysts expect 2024 to be different.

Study finds that the two large investing firms tend to not support shareholder proposals meant to combat climate change.

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

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.