Investments

Funds advised by Katie Koch, whose firm has about $1.8 trillion under supervision, are beating their benchmarks at an 80% rate in 2020.

It’s the latest example of how firms who spent the past decade battling low yields are now raising cash to seize on deep discounts from the coronavirus.

Standard General accused Tusk Strategies of “blanketing the media with false and misleading proxy materials” on behalf of a “secret client.”

There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.

Equities have rallied more than 20% from March lows, but remain well below 2020 highs.

There’s a lot to complain about these days, from the effectiveness of the government’s $3 trillion stimulus package to unlimited quantitative easing.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

Fallout from the deepest worldwide downturn since the Great Depression has magnified economic and social inequality across the globe.

Analysis of their performance — and fees — may reveal some surprises.

Firms are spending millions to comply with a controversial rule that is facing a legal challenge while state regulators push their own stringent regulations.

The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.

Hedge fund managers, market academics and risk experts are channeling their data-mining smarts to the world of clinical sciences.

With the industry facing ridicule for high fees and low returns, clients have pulled a net $33 billion from the industry in the first quarter, the most over a decade.

With few corners of the fixed-income industry safe from harm, investors’ faith in managers appears to be intact — for now.