Investments

How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

He says the industry has become much more diverse and supportive, but there’s still a long way to go.

The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.

Of the record $900 billion poured into the U.S. ETF industry in 2021, roughly one-in-every-three dollars went to Vanguard’s products. So far this year it’s more than one in two.

In a third alternative to an often vexing choice, the pension holder obtains enough life insurance to elect the single life pension at retirement.

Despite industry criticism, the regulator’s ongoing wave of cases has expanded into allegations that wealth managers breached their duty of best execution.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

It's the latest salvo against funds that don't live up to their green do-good claims.

From ultrarich to moderately wealthy, investors looking for outsized gains are being told to buy into the professional funds. There are risks.

Add war to inflation, the COVID-19 pandemic and other issues making 2022 a bumpy investment year.

Here's what wealthy investors and their advisors need to know.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.

A new BNY Mellon survey predicts that even if the returns are lower, the next generation will be more focused on ESG issues, decentralized finance and cryptocurrencies

Social media and solid investing don't always mix.

With their growth tied to market indices, FIAs have the potential to provide higher returns than traditional low-risk or fixed investments like CDs.

Here are tips on how to weather changing markets.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

The bank now expects $350 billion in organic traditional long-term net inflows from 2020 through 2024, up from a $250 billion target given to shareholders two years ago.

Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.