Investment strategies

Products with much higher yields than sweep, checking or savings accounts are available, but research suggests some advisors are missing the opportunity.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

Cash is flooding into actively managed developing nation funds, which many investors suspect are undervalued.

Private investigators for private products? More money managers are soliciting help to better determine actual values.

After the SEC approved 11 bitcoin exchange-traded funds in January, clients may have more interest in the asset, but still have plenty of questions and concerns.

Some wealth managers see themselves as playing a distinct role in helping investors navigate the treacherous waters of private equity, credit and real estate.

Though sometimes overlooked, dividends can provide passive income or spark compounding growth. Here are the stocks with the biggest payouts.

A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?

Mark Higgins argues that more financial advisors and investors should be taking their cues from the past 200 years rather than the most recent decades.

Kristin Hull, founder of Nia Impact Capital, talks about the way forward for sustainable, solution-driven investing.

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.