Investment strategies

The "reverse churning" case highlights the regulatory gap investors can fall into when moving between brokerage and advisory relationships.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.

Fund managers are betting that nuclear energy, an area traditionally off-bounds for investors with environmental mandates, is set to make a comeback.

The recommendation relies on the "circular economy."

A lawyer suing Wells and other firms argues the recent rate changes do nothing to repair harm already suffered by his clients.

The offering, a mix of liquid credit and private investment, still needs regulatory approval.

The proposal seeks to mirror similar funds used by Norway, Kuwait and Abu Dhabi to support national interests in technology, energy and other industries.

A big August will be followed by the uncertainty of the Fed's actions, a presidential election and other factors.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.