Investments

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.

Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.

When given ESG data, investors didn’t change their trading patterns.

With over 40 ESG ratings, 150 rankings and 450 indices, a lack of standardization and transparency means scores can vary depending on which company is providing the rating.

A college professor and investment firm partner views real estate and venture funding as a crucial means of building generational wealth.

The climate of late suggests bonds are losing their value as hedges.

It wasn't even close.

The series gives viewers an inside look at the decision making of athlete investors like Chris Paul, Allyson Felix and Travis Kelce