Investment strategies

The Swiss banking giant will cover some 3,000 stocks and 18,000 bonds.

FP's playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.

Assets in the alternative class soared by more than 100% in the past five years. Here's why some investors see opportunity in the current economic environment.

It's too soon to know whether 2022 was truly an aberration for bonds or a sign of things to come.

With a recession deferred but still looming, investors who exit equities now may later regret playing it too safe.

Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.

Even though shareholders gave their proposals less support in 2023, adherents point out that they withdrew many of them after firms agreed to make changes.

Innovator Equity Defined Protection ETF offers guarantee against losses but also places limit on gains.

Assets under management for SMAs that invested in municipal bonds stood at $987 billion as of the first quarter, according to a JPMorgan Chase survey of 74 firms.

Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.

Though qualified small business stock comes with extremely significant tax benefits, many advisors aren't putting them to work on behalf of their clients.

Allocations remained steady in one while dropping significantly in the other last year, according to a new study by Advyzon.

The new regulations are the latest attempt to ensure investors can't flee the funds in a panic during economic downturns.

The giant asset manager and its rivals like Vanguard and Schwab are all benefiting from offering advisors funds bundled into ready-made strategies.

Boston Consulting Group offered financial advisors some business levers to consider in response to the worldwide impact of slumping stocks and bonds last year.

Analysts cited a slowdown in private equity firms being able to exit their investments, and said it's unlikely that transaction activity will recover in the second half.

Researchers found that relatively older mutual fund managers obtained half a percentage point higher annual returns than their relatively young counterparts.

Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year.

Among the respondents who work with financial planners, about 7 out of 10 said they have high hopes for 2023. For those without planners, the figure fell to 42%.

Investors poured $700 billion into passive CRE last year — a trend that may continue even if a recession hits this year.