Investment strategies

The two firms are among the many wealth managers now being sued over allegations that they failed to obtain fair returns for their clients on their uninvested cash.

Sales were mostly flat until 2020. Over the past four years though, they've nearly doubled.

The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.

Regulators accused the firm of misleading customers about fees and of not being upfront about conflicts of interest with its recommendations of mutual funds, private equity and other investments.

Advisors must educate themselves on how climate-related risk can impact the lives, portfolios and net worths of their clients — and communicate those risks accordingly.

Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.

Despite most clients expecting holistic planning services, many advisors still don't provide them. And those who do are far from agreeing on how to best charge for them.

Until recently, alternative investments have mainly been the province of the high net worth set. In the past few years, though, there has been a concerted effort to change that.

Wall Street is rolling out a new breed of ETFs with varying degrees of exposure to megacap technology shares.

The art market is nearing a critical inflection point, according to a new 2024 survey of global collecting from Art Basel and UBS.