Investment strategies

The latest legal challenge to the firm's "cash sweeps" policies argues advisors violated their fiduciary duties by not procuring higher yields for clients.

Climate-related disclosures will bring complexities requiring short- and long-term action by financial institutions, and the first reporting could begin in fiscal 2025.

Recent research may suggest private credit doesn't produce great returns after fees and risks are taken into account, but wealth managers still see a case for using it and other alternatives to move beyond the 60-40 portfolio.

Survey results suggest alternative investments like private equity and private credit are already popular among advisors and becoming only more popular.

The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.

Exchange-traded funds bounced back in May, but not all of them benefited from the upswing. Here are the 20 with the biggest outflows.

Exchange-traded funds bounced back in a big way last month. Here are the 20 that took in the most investor cash.

"This pace is unlike anything we have seen," said Matthew Bartolini, head of SPDR Americas research at State Street Global Advisors.

A set of carefully curated ETFs promise a way out of geopolitical risks, but their logic remains untested.

Worried about the upcoming U.S. presidential election, Goldman Sachs family office clients consider hindsight options.

The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.

A young engineer hopes his investments will grow, not his tax bill. What can he do to ward off Uncle Sam?

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

The elimination of "staking" and associated yields tamp down enthusiasm for the products.

Health care is highly expensive in the United States — and highly profitable. Here are 20 ways to invest in it.

Active funds still dominate the ESG space, but passive, cheaper indexes are making ground.

With a deadline looming for the SEC to decide on one of the ether spot ETFs, signs suggest the regulator may be softening.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

The ESG closure rate is far outpacing last year.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.