Investments

Money managers are hiking bets on the great inflation trade of 2021, as the biggest risk to price stability in more than a decade rocks corporate boardrooms and Wall Street trading floors.

The regulator recommends a close look at factors that prompt brokers to restrict customer trading, video-game-like features popularized by online trading platforms, short-selling and payment for order flow.

Although it makes more sense to hold a futures ETF like this one than to hold actual cryptocurrency, the same problems that plague all commodity futures ETFs will crop up, writes Jared Dillian.

Young entrepreneurs and soon-to-be heirs are expecting more social impact from their investments. Private banks are evolving in response — often by matching clients with like-minded advisors who are closer in age, and by hiring more women and people of color.

Outsized returns over the long- and- short-term planning horizons come with some caveats.

Modern economic growth in the U.S. is dependent on credit creation — which has perpetuated a cycle of suppressed yields and inflated asset prices. While credit creation has been accelerating away from GDP growth for the last 15 years with no signs of stopping, retirement investors are left in the intractable situation of watching the value of their savings erode. What can be done?

Investors are embracing exchange-traded funds in favor of mutual funds

After a period of strong growth, analysts are divided over whether a recent downturn is a warning or opportunity.

The U.S. may join Canada and Europe, which have already approved similar products.

A sliver of put options in a portfolio could deliver a measure of control and comfort through rocky markets.

Bitcoin and the like may be the future, but right now the tax landscape is complicated.

Instead of trying to tax diversify between traditional and Roth retirement accounts, taxpayers can consider trying to ‘Roth optimize’ exactly when to add dollars to tax-free Roth accounts.

Steve Lydenberg co-founded KLD Research and Analytics, the first firm to conduct ESG analysis of S&P 500 Index companies and sell that research to Wall Street in the 1990s.

The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.

The robo advisor plans to use the capital to expand its business-to-business units.

Higher internal expenses in mutual fund share classes came with much lower overall advisory fees in wrap accounts, the firm argues.

The new fund bucks trends in socially and environmentally responsible investments.

Married men over age 45 and single men who think they’re good investors are more apt to freak out during a market downturn.

The Catholic charitable society’s new proprietary models join Quaker and Lutheran-rooted investing products and services at the industry’s intersection with religion.

Technology that provides more transparency, customization might lead to more widespread adoption.