Investment strategies

The iShares Bitcoin Trust (ticker IBIT) smashed industry records in its launch year of 2024.

Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

Trump returns to the White House promising both deregulation and tariffs, the Fed considers whether to keep dropping interest rates or not and markets, which hit new highs in 2024, are watching it all closely in the new year.

Whether for portfolio diversification or hedging against inflation, investors are set to take this precious metal to even greater heights in the new year.

Donald Trump has promised lax regulation of cryptocurrencies, and in a month he'll be president. Should investors buy in?

ESG and like investments have come under fire, but a US SIF report seems to see some positivity in the sector despite concerns about greenwashing and greenhushing.

In time for the season of giving, the new functionality allows those on the philanthropic planning platform to encourage others to join them in supporting causes they care about.

The funds, although unlikely to be profitable on their own, are seen as a way to find clients for other services offered by Morgan Stanley.

Leverage Shares on Friday launched two funds offering juiced up returns on either Nvidia or Tesla.

CFRA Research analysts predict the incoming Republican administration and houses of Congress will make waves in ETF investing.

Unlike SRIs and impact investing, the only goal of ESG investments is to generate returns for investors.

Energy investments can be volatile individually, but in many cases the aggregate can be a solid investment.

Index deletions lag the market by more than half in the year leading up to their removal from an index, but they historically outperform the market for at least five years after the breakup.

The passive-investing juggernaut is picking up speed — and it's stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.

All these topics and more were the subject of the recent webinar, "Morningstar's 2025 Outlook: Investment Strategies for the Year Ahead."

A rapidly growing number currently use models suggested by a broker-dealer, TAMP, asset manager or third-party strategist provider without modification.

The founders of HPS will lead a new private financing business unit in BlackRock.

As investors think about moving cash out of money market funds, a low-duration strategy could make sense.

The Texas AG leads a lawsuit against BlackRock, Vanguard, State Street, alleging asset managers' influence on coal production led to higher energy prices.