Investments

The flood follows a strong Democratic showing in last week’s runoff elections in Georgia, which tipped the Senate’s control to President-elect Biden’s party.

The move is about “expanding access to high quality growth investing to non-accredited investors,” says Upholdings CEO Robert Cantwell.

Probabilistic forecasts provide a durable framework for a sound financial future, the author says, and offers some for the new year.

The top 20 more than doubled the gains of their fixed-income industry peers.

“The expectation of sustained volatility in the medium term has re-invigorated hedge fund appeal,” BlackRock and Juniper Place said in their report.

The top 20 to debut last year by total assets include only three products from BlackRock and none from Vanguard or State Street.

VanEck’s proposal comes at a time when the cryptocurrency has continued to set record highs.

Time and again, they’ve seemingly held up during periods of market stress and proved the skeptics wrong.

SEC cases that go beyond faulting firms for their failure to disclose conflicts of interest have drawn pushback from the industry.

The bank allegedly made “hundreds of millions of dollars” by investing client assets in underperforming proprietary and affiliated funds without disclosing conflicts to clients.

The biggest losses this year came from sectors that suffered the most in lockdown.

Decisions we make during financial crises alter as retirement nears — and not always for the better.

Steady inflows showcase the buy-and-hold ethos of the typical Vanguard investor — financial advisors and wealth managers, an expert says.

The wealth manager whose parent firm also owns an insurer and asset manager settled its third case involving the same time period.

The allegations involving 12b-1 fees, cash sweeps and commissions also include violations of best execution rules.

Without market-leading, high-yield savings accounts, cash management at Betterment and Wealthfront isn’t as attractive as it was in 2019.

The fund has absorbed $15.6 billion so far in 2020.

With an average gain of more than 108%, the lineup includes actively managed leaders with fees well above 100 basis points.

Join Jim McKelvey, co-founder of Square as he offers his insights into where the Fintech industry is headed next year. Will a Biden administration insist on greater regulation? What will happen in the cryptocurrency markets? What will be the big IPOs in the sector? Will GooglePlex make a big splash? What new technologies or applications should we be expecting?

Despite a rocky year, these 20 funds recorded an average return of 13.6%.