Investment strategies

The low-cost, passive manager is also opening up separately managed accounts to its ETFs for the first time.

A collaboration between GTS Securities and JKBX enables customers to tap into the lucrative and growing number of catalogs and song rights changing hands.

At Future Proof, the founder of Pearl Planning cited fixed-income experts whose panel discussions identified value to unlock amid tumbling returns.

A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.

At Future Proof 2022, the eToro U.S. securities expert put the stock and bond losses last year into a helpful context when discussing them with clients.

Research firm Cerulli reports that investing in private equity, real estate and other alternatives was up 23% in 2022.

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

One word: energy.

Crypto and ESG were supposed to transform the finance industry. At the end of 2022, they still hadn't — and prospects look even worse for 2023.

Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

Some funds lost more than 90% this year.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Top strategists are warning that stocks face fresh declines in the first half as corporate earnings succumb to weaker economic growth and sky-high inflation, and central banks remain hawkish.

Bonds are back for high net worth investors.

Super-rich investors find energy the most attractive of all investment categories.

Buying fewer stocks adds more risk over long investment horizons than has been suggested by academic and popular papers that focus on annual volatility.

Cannabis, health care, energy, technology and other equities could swing immediately after the Congressional elections, depending on the outcome.

DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.

Leaving the nest has always been difficult for both parents and young adults, but some key lessons can help make the transition easier.