Investment strategies

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

New offering would allow advisors to connect with more than 20 external asset managers.

The "reverse churning" case highlights the regulatory gap investors can fall into when moving between brokerage and advisory relationships.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.

Fund managers are betting that nuclear energy, an area traditionally off-bounds for investors with environmental mandates, is set to make a comeback.

The recommendation relies on the "circular economy."

A lawyer suing Wells and other firms argues the recent rate changes do nothing to repair harm already suffered by his clients.

The offering, a mix of liquid credit and private investment, still needs regulatory approval.

The proposal seeks to mirror similar funds used by Norway, Kuwait and Abu Dhabi to support national interests in technology, energy and other industries.

A big August will be followed by the uncertainty of the Fed's actions, a presidential election and other factors.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.

In an earnings call, an RBC executive says the firm decided to raise its account yields in response to higher Fed rates because "the right balance was to allocate some of that rising rate to our customers."

The deal comes an ongoing boom in private loans to businesses and consumers.

The wealth management giants join their rivals Wells Fargo, Morgan Stanley, UBS, LPL Financial and Ameriprise in being accused of using uninvested cash in advisory accounts to boost their bottom lines rather than benefit clients.

UBS executives estimate their plan to raise rates on certain accounts will cost the firm $50 million. A new suit cites that as evidence that the firm "violated its obligations to its clients."

The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.

Analysts say that firms that are forced to start paying clients higher rates may have to raise their advisory fees and cut costs to make up for the revenue losses.

Floating rate deals could spell the end of a golden age for direct lending.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.