Investment strategies

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.

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.

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.

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.

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.

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.

As a flood of supply drives prices lower, many investors are rushing in to buy the cryptocurrency at a discount.

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.

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.

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.

The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.

CEO Larry Fink predicts will prove the key to 'democratizing' alternative investments.

Experts from Vanguard say financial advisors and clients see opportunities in active fixed income amid cooling inflation and expected rate cuts.

With rate cuts still on the horizon, some advisors wonder if it's time to look for returns beyond high-yield savings and money market accounts.

UBS Group seeks to cement its position as top-five player among global limited partners by pooling private-markets offerings into one unit.

As more portfolios come to rely on alternative investments, expertise in sorting out good from bad opportunities is becoming more critical.

Should one number have so much influence over asset allocation? Researchers and advisors alike say it's time for the risk score to be reined in.

An SEC rule that would increase requirements for companies to disclose their emissions was paused following a lawsuit this spring.