Investment strategies

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.

Asset flows into the funds soared last year with the launch of the firm co-founded by Republican presidential candidate Vivek Ramaswamy.

The featured INVEST 2023 speaker breaks down the science behind our saving struggles and details the important role advisors play in bridging the gap with the next generation.

A year of cryptocurrency scandals has made advisors more skeptical about the volatile asset class, but the future of crypto is far from settled for investors and their financial advisors.

When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?

Series I bonds were such a good deal last year that one New York lawyer bought $20,000 worth of them. One year later, what, if anything, should he do?

If a client's time frame is zero to around 36 months, CDs and T-bills are attractive investments even without their current elevated returns.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

The expiration could be a minor footnote in history, or a pivotal moment for fund managers looking for a fresh edge in a cutthroat market.

Most Americans don't work with financial advisors. A new study lays out exactly what they're missing.

The "everything bubble" was great, but with the Fed predicting a mild recession a different approach is needed to protect historically outsized gains.

The Oracle of Omaha and his longtime friend and business partner Charlie Munger chided wealth managers at their annual event, but offered lessons in life and business.

Ahead of TEFAF, a top art fair it will sponsor in New York next week, Bank of America shared why art matters to rich investors and what buyers can expect this year.

Leaning into the technique and the technology that enables it at scale can differentiate a practice while driving better clients outcomes.

Investors who fled equities during last year's rout have not benefited from subsequent recovery.

FINRA and NORC survey results suggest the flood of new investors hasn't slowed since the pandemic, and many of them are coming for digital assets.

More than $12.6 billion flows into equity exchange-traded funds in April, the most since January.