Investments

Nick Maroutsos, the head of global bonds at Janus Henderson Investors, is joining the legions of well-off Americans casting aside the shackles of their day jobs.

Here are 5 trends that picked up speed during the quarantines and will keep going after COVID is no longer dominating the economy, writes Larry Adam.

Stock-market volatility is up as traders worry companies will have to boost wages to hire more workers.

The bank and asset manager has filed for four exchange traded funds in recent weeks, and its strategy for distribution starts with RIAs.

As wealth managers around the world begin holding customers' digital currencies, the Swiss bank signals it will join in.

Diversification doesn't mean duplication and more advice isn't always better, write Whitney Solcher and John Ulrich.

Not only are the portfolios similar, but performance is nearly identical, writes Bloomberg’s Aaron Brown.

Even as Bitcoin and other digital currencies increasingly gain acceptance across Wall Street, the robo advisor is still doing its research.

Home to more than $3 trillion, outperformance among the leaders comes with some caveats.

Questions remain about how advanced standards, frameworks and systems are.

This generation of SRI managers will vanquish greenwashing and help slow-footed government achieve crucial environmental objectives, James Katz writes.

It’s a significant pivot for the robo advisor, which has historically advocated passive, ETF-driven investing.

Advisor Group, Raymond James, LPL, New York Life, Stone Point Capital, and other news and moves of the week in the financial advice world.

The litigation reveals how wealth managers’ deals with product sponsors work and how one with a former Voya unit went awry.

Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.

Residential property owners are the most likely to be impacted by proposed changes in the administration’s American Families Plan.

An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.

If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.

When it comes to gifting to a child that isn’t your own, author Erin Lowry writes things do become a tad more complicated.

The factors that had so many predicting go-go growth over a year ago are still very much in place.