Investments

The historically robust mix has recently started posting short-term losses.

Individual investors, who reaped eye-popping returns that made some pros chuckle earlier this year, are facing a moment of reckoning.

The largest groups of mutual funds and ETFs saw their assets swell to trillions under management as prices rose in the post-lockdown stock boom of 2020.

Technology gives investors more opportunity to diversify than ever, but experts worry about exotic strategies in IRAs.

New data demonstrates how corporate valuations fall as greenhouse gas emissions rise.

Now is a perfect time to consider their sensitivity and, if necessary, to protect against extended bouts of high inflation.

The countdown to the end of the year always comes with gobs of generic tax advice. Maximize 401(k) contributions. Deplete flexible savings accounts. Lock in stock losses to offset capital gains.

Investors should ask whether the growing ESG trend and the green energy sector's stock losses this year presents a buying opportunity, writes Earl Carr.

Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

American Friends’ new database joins the expanding research and products on the marketplace, which experts say is at $17 trillion in assets — with room to grow.

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?

The executive director of Georgetown University’s Center for Financial Markets and Policy says the financial industry is navigating an era of unprecedented change. Here’s why he’s so excited about what’s next.

SEC commissioners Allison Herren Lee and Hester Peirce discussed ESG, digital assets, meme stocks and more during the 2021 Financial Markets Quality Conference, hosted by the Center for Financial Markets and Policy at Georgetown University.

The wealthtech provider could command a valuation of $8 billion to $10 billion.

Wealthfront is exploring a sale that could value the automated wealth manager at as much as $1.5 billion, according to people familiar with the matter.

Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk

In the wake of the regulator’s latest risk alert, compliance experts identify several steps advisors can take to stay clear of more cases and deficiencies.

Firms like J.P. Morgan Chase, Stash and M1 are aiming to serve clients with advice and new tools for all ages and income levels.

A nonprofit research group compiled a growing list of products amid the question of whether the deluge of information and resources will result in systemic change.