Investment strategies

The wealth management giant is the latest firm seeking to give investors access to private vehicles that have generally outperformed their public counterparts in recent years.

It's not just good for the planet — socially conscious funds have earned solid returns over the past 10 years. Here are the highest performers.

Bitcoin has risen more than 40% this year following the successful introduction of the exchange traded funds.

Despite not holding any Magnificent Seven stocks, the past year has seen assets soar for this ETF.

As optimism about potential Fed rate cuts fades, attention — and inflows — shift to bonds.

A tax efficient fund model, applied to new share class structures, awaits SEC approval.

Van Eck Associates failed to share important details about the fund's planned fee structure with its board, according to the regulator.

Small doesn't mean unprofitable. From 2014 to 2024, funds invested in small-cap companies boasted returns as high as 13.96% per year.

AI-related holdings account for 96% of the total wealth gained in the Bloomberg Billionaires Index.

The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.

Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.

Understanding new retirement regulations and utilizing technology will help your firm grow.

Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.

Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.

Amid a tough year for property investors, discerning advisors could still uncover some solid returns.

The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?

Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.

For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.

Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.