Investments

Here's what you missed this week in wealth management.

Investors might want to prepare for an extended bout of inflation, whether it comes or not.

The regulator asked Direxion to pull its own application the same day it was filed.

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.

Advisors and clients can now track the performance of companies moving away from the “toxic and dangerous ways” of the past, according to the founders.

It'a the latest move of a U.S. asset managers expanding into the businesses of private equity and credit.

Model portfolios gaining steam in wirehouse channel as advisors look to focus on higher levels of client service.

Mega tech companies offer less room for growth and face more regulatory burdens, the strategist says.

Bitcoin may be an expectation for some clients, but they're likely to be more angry if it goes bust than happy about gains.

Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.

Is the bank late to the automated investing party, or trying to bring some investors back home?

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.