Investment strategies

There's room for growth in a crowded field — but it can be a risky and expensive move. Here's what to consider.

New trade rec from BoA suggests targeting boomers' wealth — and avoiding millennials'.

Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.

The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.

The head of global sustainability sees opportunities in waste management and recycling.

Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.

DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.

The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?

Over the weekend, Congress approached and then retreated from fiscal armageddon. Wall Street's response: Whatever.

Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.

Financial advisors getting calls or emails from panicked investors can remind them that experts predict any economic impact would be limited and temporary.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

When it comes to charity, last year wealthy families gave differently — and invested differently.

It may not happen anytime soon, but someday the Fed will reverse course. How should investors adapt?

Low-cost index funds could be costing investors up to 35 basis points a year.

A conversation with Cetera's Gene Goldman

Advisors should focus on investments that add income prudently while steering clear of high yield.