Investment strategies

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.