Investment returns

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

The inquiry into Wells Fargo comes at a time when clients can often secure much better rates of return through money markets and certificates of deposit.

The firm's total advisor headcount holds steady while its assets under management swell to $816 billion.

Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

The mega bank predicts the traditional investing strategy will outperform both cash and inflation in the next 10 years.

The Wall Street giant is staggering under its plan to shift back to serving primarily the ultrawealthy.

Planners tout advantages of IRAs, equity investing and delaying retirement for clients worried about inflation.

The new offering will be only open to accredited investors and qualified clients.

Jonathan Vincent Glenn's admissions follow his $3 million settlement with the SEC over similar charges.

The Wall Street giant's private bank contends it had advised the plaintiffs against concentrating their money in risky investments.

The firm stood accused of not having policies to ensure clients' money was invested in keeping with environmental, social and governance goals.

It's not all hard luck and even harder times in country music. Sometimes the songs are about making money — and they can offer some sage advice on what to do with it.

The SEC accused the firm of raising a sixth round of funding even though red flags were popping up left and right.

With market uncertainty still in the air, annuities continue to break sales records. Advisors say they work for some clients, but not all.

The Swiss banking giant will cover some 3,000 stocks and 18,000 bonds.

A brokerage client's portfolio was gradually invested almost exclusively in the fund manager WisdomTree over a decade.

Despite the slight decline last year, researchers expect global growth of 38% by 2027.

Many advisors use real estate investment trusts to hedge against inflation while also providing steady dividend income. But private funds still provoke skepticism.

As markets brought fears of a recession in 2022, some firms fared better than others in limiting losses.

Innovator Equity Defined Protection ETF offers guarantee against losses but also places limit on gains.