Investments

The model they want to follow creates an exchange-traded fund as one of the share classes of a mutual fund, a move that ports the famous tax efficiency of the younger structure to the older vehicle.

Despite pushback in U.S., investing to promote environmental, social and governance causes remains popular among young and women investors, says UBS co-head of global investment management.

Wine, whiskey, cars, handbags, guitars and watches are loved by many clients. And they may be worth serious money, too.

The plan to issue shares on the NASDAQ stock exchange comes three years after UBS abandoned plans to acquire Wealthfront.

Regulatory approval would be a big win for asset managers seeking to shrink clients' tax bills and expand into the $12.6 trillion ETF industry.

Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.

Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.

For clients holding crypto, about half have experienced notable losses. But 70% have experienced notable gains, the latest Financial Advisor Confidence Outlook found.

Firms are increasingly looking to provide high net worth clients with services stretching beyond basic wealth management. The offerings include everything from help with cybersecurity to taking out complicated loans.

The plan is just "phase one" in a broader proposal to allow greater trading with digital assets.