Investment strategies

The U.S. stock market is about to conclude its worst quarter compared to the rest of the world since the 1980s.

As group president of Envestnet Solutions and co-chief investment officer at Envestnet, D'Auria is responsible for research, overlay, direct indexing, sustainable investing and retirement services.

These tax-advantaged savings accounts will be open next year to a much wider range of disabled clients.

Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.

While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.

Stifel follows closely on UBS's heels in getting hit with tens of millions in punitive damages.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

Regulators accused Cambridge Investment Research of directing clients to mutual funds and other investments that generated revenue-sharing payments when cheaper options were available.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

A group of nine claimants said they lost millions after the UBS broker Andrew Burish recommended they place bets that Tesla shares would decline in value.

The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.

The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.

From saving to fund allocation to risk management, practitioners of Islamic finance integrate ethical considerations into all aspects of the planning process.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.

To some market-watchers, that undercuts the spirit of what private equity investments are supposed to provide.

Fidelity Investments is launching new ETF model portfolios to compete in the growing multi-trillion dollar asset management industry.

The surging popularity of the alternative asset class could curtail its seemingly endless runway.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.