Investment returns

With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.

Large-cap funds are generally defined as those that invest in companies with over $10 billion in market capitalization and are often considered safer than small-cap funds.

The Swiss banking giant said a planned change to its yields on clients' uninvested cash will take a $50 million bite out of its net profits.

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

Alison Nest says wealth managers can play a particularly useful role in helping investors navigate the intricacies of private equity, private credit and similar investments.

The Fed reports that net worth increased by $11.6 trillion from 2022, or 8%, to $156.2 trillion.

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.

Skyrocketing cryptocurrency prices makes it hard for long-time wealth managers to act their on skepticism and stay out of the market for these risky vehicles.

The wealth management giant sees piles of cash waiting "on the sidelines" as a way to boost assets under management and profit margin.

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

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.

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

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.

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.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

Electronic messaging, Reg BI, crypto and fraud all appeared at the top of regulators' agenda this past year.

The plaintiff in the class-action suit notes that returns at rival institutions rose when inflation started driving prices up last year. Her rates did not.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

The broker-dealer regulator's proposal would fall in line with similar leeway granted to advisors under the SEC's marketing rule.

With interest rates likely to level off, wealth managers who leave their clients in cash could miss out substantial long-term gains.