Investment strategies

With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what's ahead in the new year.

Starting next year, all of its existing RIA non-retirement clients' cash balances will be moved from higher-yield money market funds to FCASH — a lower-yield cash management product.

The new Granny Shots ETF from Fundstrat is built around large caps and has already drawn more than $400 million from investors.

The US Sustainable Investment Forum (SIF) sees thin Republican majorities in Congress hampering anti-ESG legislation from advancing.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.

Two new ETFs, the FIRE Funds Wealth Builder ETF (FIRS) and FIRE Funds Income Target ETF (FIRI), cater to the growing FIRE movement.

Even if Donald Trump's second term spells trouble for climate-minded stocks, analysts say investing in energy infrastructure is still a safe bet.

Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.

Large-cap funds are generally defined as those that invest in companies with over $10 billion in market capitalization and are often considered safer than small-cap funds.

ESG was seen as a counter Trump's presidency eight years ago. The story has changed.

A recent Social Capital Markets report found that 71% of social media financial advice is misleading.

Investing in the precious metal has never been easier, which makes a financial planner's guidance all the more crucial.

After yet another rate decrease, Federal Reserve Chair Jerome Powell remained defiant after Election Day, telling reporters he would not resign.

A lawyer in the case says his legal team was able to present text messages showing a Stifel wealth manager had been touting complex structured notes as low-risk investments.

Quanative analysts are trying to learn whether private equtiy and similar vehicles can offer alpha — or a consistent ability to beat benchmarks like the S&P 500.

Regulators say Invesco felt pressure to overstate its investment support for environmental, social and governance causes for fear that hundreds of billions in AUM would walk out the door.

Women clients tend to seek advisor referrals from other women and prioritize long-term planning, an Edward Jones study indicates.

Axos Clearing partners with Envestnet to integrate Envestnet's managed account features into the Axos Clearing portal, streamlining portfolio management.

Republican President-elect Donald Trump is headed back to the White House, and his party will retake the U.S. Senate, which likely means deregulation and lower taxes.