Investment strategies

Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be purchased Commonwealth Financial Network while maintaining its small-firm feel.

U.S. stocks have convulsed in April as investors reacted to twists and turns in Trump's tariff policies.

Executives at Merrill's parent firm, Bank of America, told analysts in a call that nearly two-thirds of their wealth management clients now have banking relationships with the firm.

President Donald Trump and his family have taken a interest in just about every corner of the crypto industry.

A recent Praxis Investment Management study found nearly half of surveyed investors were interested in factoring their faith into their investment decisions.

Like its rival Morgan Stanley, Wells Fargo saw a healthy increase in its AUM and wealth revenues before Trump's tariff policies sent investments reeling.

Executives at the Wall Street giant expressed optimism that clients will turn to it more for advice amid economic uncertainty.

A 90-day pause on most reciprocal tariffs sent stocks briefly soaring. Financial advisors say recession and inflation risks still loom large.

Fueled by the rise of artificial intelligence and its associated infrastructure, many technology ETFs have experienced phenomenal growth.

The Citi wealth head calls for caution even though the market's "peak shock" may have passed.

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.

As the head of the investment solutions group at Merrill and Bank of America Private Bank, Nancy Fahmy ensures the firm's advisors have access to investments they recommend to investors.

Even before tariffs were dominating headlines, dealers and auction houses were already glum about their 2025 art market prospects.

Advisors and investors alike have long deferred to the 4% rule when planning for retirement, but new research shows the popular strategy is not as robust as once thought.

Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.

Traders are struggling to predict the Fed's next move amid rising recession fears, volatile rate-cut bets and growing uncertainty over global tariffs.

As markets react to the tariffs, financial advisors are considering the short- and long-term impacts.

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.