Investments

Blue Whale’s total managed funds recently surpassed 1 billion pounds.

The tech companies have executives who were early backers of the Long-Term Stock Exchange.

Digital currencies are gaining interest, but there are still many reasons to be cautious.

A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.

The board member of LGBTQ Loyalty Holdings and the company CEO discussed a new ETF that uses a four-pronged ESG screen of large cap growth equities.

The $1 million threshold at which the 23.8% capital gains rate would nearly double has sparked questions — and a strategy for some well-paid professionals.

Community banks have played and will continue to play a key role in supporting local economies across the country. Join us in a lively conversation with Dennis E. Nixon, President & CEO of International Bank of Commerce (Laredo, Texas) & Chairman, International Bancshares Corporation and Eddie Aldrete, Senior Vice President at International Bank of Commerce as we discuss: (1) the need for bankers and the business community to become involved in political issues. From minimum wage and issues that affect small businesses to regulatory issues that directly affect the banking industry, banking and business leaders need to be thought leaders in the public conversation and (2) how bankers can play a pivotal advocacy role in the free trade process.

The case for better aligning default options with income needs is undeniable. But how can we best implement these choices?

The robo advisor agreed to pay $300,000 without admitting or denying the findings.

Special-purpose acquisition companies — better known as SPACs, or blank-check companies — made a splash during the COVID-era retail-trading surge.

Asset managers are selling loans to individuals at high returns, but risks abound in this less-liquid market, experts warn.

An evolution in alternative investments is giving the $73.3 trillion high net worth capital base expanded access to PE and other strategies.

Clients shouldn't confuse risky, short-term assets like meme stocks and cryptocurrencies with long-term investing.

With $2.6 trillion in total assets, the firm is by far the biggest name yet that’s seeking to make such a move.

Increasingly, hedge funds are eager to buy packages of art-backed loans.

71 companies participate in corporate bonds issued by private prison firms, Adasina Social Capital found.

Market watchers are tracking people’s movements through airports, subways and restaurants for clues to the US economic recovery.

The exchange will direct its listed companies to pursue board diversity, including at least one member who is female and at least one who is an underrepresented minority or LGBTQ.

David LaValle, former chief executive officer of custom index provider Alerian, will drive the effort to convert the $25 billion Grayscale Bitcoin Trust into an exchange-traded fund.

This company released a corporate report card so employees know what their retirement investments are going toward — and whether or not it lines up with their own values.