Investment products

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

Citigroup will let retail customers bet on stocks without paying fees as the bank tries to expand its wealth business in the face of fierce competition from Silicon Valley ventures, discount brokerages and big-banking peers.

The ultra-rich have direct access to asset classes, including private markets and Bitcoin, that other investors, including mass affluent ones, don't.

Account openings on the app doubled in 2020 from a year earlier.

The investments can pose substantially more risks than typical initial public offerings.

Despite low levels of understanding, 75% of people who know about the vehicles still said they were at least somewhat interested in investing in them.

New account signups at the Chinese-owned brokerage were 1,548% higher than the seven-day average in January.

Activity in the fund is surging, with trading volume jumping to more than three times the one-year average.

If approved, the vehicle will focus on acquisition targets in the consumer or retail industries, according to the prospectus.

Known primarily from his decades-long MLB career, Alex Rodriguez is joining a roster of wealthy celebrities backing blank-check companies.

The fund has returned about 42% since its April 7 launch compared to an 8.9% gain for its benchmark over the same period.

The investment plays on a trend, “which is the blurring of the distinction between traditional insurance products and wealth management products.”

If the price declines enough, it can breach a barrier where the investor starts suffering one-for-one losses all the way to zero.

"Asset managers need to be faster and smarter to make the right bets in a fast-changing external environment.”

As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

The concept of ROI is shifting for young investors.

GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”