Investments

Strategists say the rally that pushed U.S. stocks to successive records this year isn’t ending anytime soon.

Regulators rejected a pair of proposals to offer physically backed Bitcoin exchange-traded funds, handing crypto enthusiasts a proverbial bag of coal ahead of the Christmas holiday.

Small companies, value stocks and foreign markets have been horrible performers in recent years, leaving them cheap and unloved — which is why they merit another look.

Local companies and organizations can spread capital much better than global corporations and institutions, according to practitioners in the field.

Investment products sold as being ESG-related had another record year, but clean-energy stocks are seeing a decline.

The firm faces an additional penalty after it didn’t participate in the regulator’s self-reporting initiative.

Hester Peirce will become the only GOP commissioner at the agency.

Muni bonds have not been not the quick way to big returns in 2021. But for the right client, they are the perfect addition to a portfolio focused on stability and low risk, advisors say.

It's a nearly 20% overall increase in the funds.

An expert says investors should wait until benchmark Treasuries yield 3% before abandoning growth stocks and embracing value shares.

Join industry experts to explore how financial institutions can better prepare for future compliance issues associated with the evolving landscape.

Conversions are gaining popularity as billions of dollars exit mutual funds each year.

A new report from the House Financial Services Committee offers the first ever glimpse into the demographics of the largest fund companies.

Advisors and researchers have spent years analyzing the connection between how clients’ wellness affects portfolio decisions. Here’s how far they’ve come, and why learning more is crucial.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.

BlackRock, with $2.2 trillion of U.S. ETF holdings at the end of the third quarter, will shift 40% to Citigroup Inc., 30% to JPMorgan Chase & Co. and 15% to Bank of New York Mellon Corp.

MSCI ESG research leaders Linda-Eling Lee and Meggin Thwing Eastman dissect the hottest ESG topics to track in the coming year while reflecting on how much the ESG conversation has changed in the past decade.

Recognizing the strengths and weaknesses of your choices can help stave off losses as prices rise.

Wall Street is trying to bottle ESG, but ESG has other ideas.

During a Tuesday morning interview, the former Fidelity Magellan fund manager called the move to passive a mistake.