Investments

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.

Even as Canadian investor and "Shark Tank" co-star Kevin O'Leary broke records last month with the $13 million basketball card he helped purchase, experts warn that there are pitfalls.

The regulator's Investor Advisory Committee said policymakers could abandon asset and income thresholds for determining who can put money into private markets and instead adopt a "sophistication" standard.

Financial Planning's September Financial Advisor Confidence Outlook found that equities are growing hotter and cash is cooling off in client portfolios.

Two studies from Morningstar dive into the subtleties across the various categories of funds and the sources of the gap between actual and total investment returns.

The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.

As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.

A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.

Joe Toledano, head of insured solutions for Morgan Stanley's wealth division and E-Trade, tells how insurance has gone from almost an afterthought for many financial planners to something that's central to what they do.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

Americans are searching for financial advisors at record levels, reflecting growing market uncertainty and opportunity for advisors to attract new clients.

Even after more than three years of Republican-led attacks against environmental, social and governance investing, the strategy is still "extremely important," according to RBC BlueBay Asset Management.

Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.

As access to and interest in alternative investments grow, financial advisors could differentiate themselves by earning the CAIA mark.

Dutch pension fund PFZW has dropped a $17 billion mandate with BlackRock, citing concerns over climate risk and sustainable investing priorities.