Investments

At the death of a spouse, it can be a powerful planning tool for minimizing an individual’s capital gains taxes from the sale of appreciated assets.

The cuts continue a trend that started 20 years ago.

Nonprofit research organization the Croatan Institute group brought fixed income pros together to talk about the power of investing to support systemic change.

With the Federal Reserve is expected to raise interest rates in March, 61% of those surveyed by UBS said they had more than 10% of their portfolio in cash and equivalents, up from 59% heading into 2021.

Inflows for the do-good investments have sharply declined as the market has soured.

Not only that, but they're lagging the markets in many cases.

Interest in ESG the desire for personalized investments make these accounts more and more attractive.

The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”

Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.

The ranking of the largest groups of funds stayed stable while money poured in.

The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.

Vanguard’s cut in investment minimum left smaller accounts holding the tax bag

The ETF industry is bringing a surprising twist to hands-off, passive investing.

Both growth-focused ARK and value-driven Berkshire Hathaway have racked up gains.

As the K-shaped recovery continues, wealthy clients are calling their private bankers to see if they should borrow against their art or buy a fourth home.

Individual investors who were ahead of the S&P 500 for most of 2020 have been stuck behind the benchmark since early 2021 as stay-at-home and meme stocks struggled.

Annual drawdowns tell us little about possible standards of living in retirement as investors spend dollars, not percentages.

In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.