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The Wall Street powerhouse is now the subject of two class action suits questioning whether it has been providing unreasonably low returns on clients' uninvested cash.
July 16
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The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.
July 15
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Investors poured cash into U.S. exchange-traded funds last month, but not every fund benefited. Here are the 20 that lost the most money.
July 12
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U.S. exchange-traded funds raked in $82.4 billion last month, finishing out a strong first half of the year. Here are the funds that garnered the most investor cash.
July 11
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With the recent bull market being driven by just a few companies, many clients are asking: Why wasn't I in that stock? Here's how to answer.
July 11
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Of the $156B raised by private credit funds last year, about 16% went into products claiming to target ESG goals — the most in a decade.
July 10
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As a flood of supply drives prices lower, many investors are rushing in to buy the cryptocurrency at a discount.
July 9
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Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8
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After half a year on the market, we now know which spot bitcoin ETFs have taken in the most investor cash. Here's how they compare.
July 5
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David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.
July 3
