Investments

Retail investors and private funds alike have flocked to derivatives-powered products this year amid market turmoil to bet on declines and to hedge against various stocks.

Traders are piling into exchange-traded funds that bet against U.S. stocks as the risk of recession and disappointment from the upcoming earnings season bolsters bearish sentiment in the market.

Plus, a new retirement tool from Income Lab and a fresh Envestnet deal.

The ultrawealthy are throwing money into private equity funds as some institutional investors approach their allocation limits.

The inflows are tied to funds that track the EU-regulated climate benchmarks and may signal that investors are looking for more credible "green" opportunities.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

Obits for the traditional investing approach may be premature, according to a newsletter for Vanguard investors.

"It's probably the only asset class where maybe the client knows more than the advisor right now," Maxwell Lane, head of product for Flourish, said at Financial Planning's Invest conference.

The investment group accuses the regulator of “failing to apply consistent treatment to similar investment vehicles.”

Some of the wirehouse's advisors marketed and sold a complex options trading vehicle without adequately understanding its risks, according to the regulator.

The ultrawealthy love niche investments, but not hedge funds.

J.P. Morgan senior executive Kelli Keough dissected the artificial opposition between digital tools and human advice at FP’s recent INVEST 2022 conference.

As wealth managers brace for new enforcement cases under Reg BI, a case stemming from conduct four years ago may offer some clues about what’s to come.

From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.

In a down market "on sale" Roth conversions offer advisors a chance to generate tax alpha for their clients.

An ETF whose issuer had Martina Navratilova and Barney Frank on its board has shut down. What are the lessons for advisors and clients?

From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.

At FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.

Hedged strategies out of favor since the 2007-08 financial crisis could prove useful to older investors in today’s downward-moving markets.

The action against Atria Wealth Solutions’ Western International Securities offers a substantive hint on the future potential matters under the rule.