Investment strategies

The federal funds rate is currently at 5.25% to 5.50%, the highest in over two decades, but many financial advisors and analysts see that falling as soon as next month.

Art loans function as lines of credit, so clients draw on them and pay them back as they can.

The first half of 2024 marked a record stretch for ETFs, but not all funds were lifted by the rising tide.

A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.

July has historically been a strong month for ETF inflows, and this year was no exception.

Recent years have taken the shine off of fixed income, both as a portfolio diversifier and a way to boost total returns. The prospect of falling rates next month promises to reverse that.

Mutual funds are losing assets, while ETFs are gaining them. Here's a look at how a pioneering firm has adjusted to a difficult environment in recent years.

While big firms keep getting hit with lawsuits alleging unfair cash sweep policies, MaxMyInterest is generating returns from cash through the competitive marketplace.

These recoveries don't guarantee a bottom has been reached.

Financial planners have had to field plenty of questions about why they weren't more aggressively chasing returns. With the market correction, they now have a chance to show the benefits of a diversified strategy.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.

The soliciations can be made only to clients who have a net worth of at least $1.5 million, high risk tolerance and the intention to invest in speculative assets.

Firms like BlackRock and Invesco are among those signaling they want to offer access to private markets via ETFs.

Despite the notion that an ESG backlash is pushing clients away, private equity products aiming to solve challenging problems through investments are still on the rise.

New alternative investment platform JKBX has attracted thousands of retail investors purchasing the streaming rights to hit songs from Beyoncé, Taylor Swift and more — here's what it might mean for the alts space.

The SEC has approved the first U.S. exchange-traded funds investing directly in ether, the world's second-largest cryptocurrency.

The latest legal action over the industry's handling of clients' uninvested cash suggests sweeps are a bigger profit generator than most firms let on.

The initial suite of ETF products available on the platform will all be actively managed.

Financial advisors who cater to investors who want to put their money where their faith is say what is screened out all depends on several different factors.

These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.