Investments

Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.

The contemplated service would let E-Trade users put money into popular tokens like bitcoin and ether.

Industry experts say Edward Jones was at risk of being left behind if it didn't offer access to investments that are becoming 'table stakes' for large wealth managers.

Aiming to funnel more millionaires into its services, Morgan Stanley is launching a private equity fund for its widest audience yet.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.

Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be purchased Commonwealth Financial Network while maintaining its small-firm feel.

Optimism is building that a game-changing fund design that will help asset managers shrink clients' tax bills will soon be approved by the SEC.

U.S. stocks have convulsed in April as investors reacted to twists and turns in Trump's tariff policies.

Executives at Merrill's parent firm, Bank of America, told analysts in a call that nearly two-thirds of their wealth management clients now have banking relationships with the firm.

President Donald Trump and his family have taken a interest in just about every corner of the crypto industry.

A recent Praxis Investment Management study found nearly half of surveyed investors were interested in factoring their faith into their investment decisions.

Like its rival Morgan Stanley, Wells Fargo saw a healthy increase in its AUM and wealth revenues before Trump's tariff policies sent investments reeling.

Executives at the Wall Street giant expressed optimism that clients will turn to it more for advice amid economic uncertainty.

A 90-day pause on most reciprocal tariffs sent stocks briefly soaring. Financial advisors say recession and inflation risks still loom large.

Fueled by the rise of artificial intelligence and its associated infrastructure, many technology ETFs have experienced phenomenal growth.

The Citi wealth head calls for caution even though the market's "peak shock" may have passed.

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.

As the head of the investment solutions group at Merrill and Bank of America Private Bank, Nancy Fahmy ensures the firm's advisors have access to investments they recommend to investors.

Even before tariffs were dominating headlines, dealers and auction houses were already glum about their 2025 art market prospects.