Investments

Advisors say they are watching these changes closely, making portfolio adjustments where needed and generally reassuring nervous clients that they have planned for this sort of volatility.

Out of more than 2,000 moves reducing prices over nearly 50 years, the company says this round represents the largest in its history.

Whether these are watershed moments or not, markets have taken notice of the latest artificial intelligence advancements.

Midsize firm Arete Wealth is invoking President Trump's executive order on government "weaponization" in urging the new administration to withdraw the case.

Crypto enthusiasts' faith is tested as an executive order, a bitcoin sell-off and the introduction of meme coins by the president and first lady mark the first 10 days of his second term.

Despite a flurry of executive orders targeting renewable energy, fossil fuels and environmental policy, advocates say many companies and countries are continuing ESG and DEI initiatives. But they might not be calling them that.

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

Regulators took the wirehouses to task for not having policies directing advisors to consider clients' best interests.

Funds in areas including bitcoin, technology and clean energy were especially successful.

The number of financial advisors at America's biggest bank dropped slightly from last quarter but was still up from last year.

An airline's 401(k) fund used BlackRock as its asset manager. The case could open the floodgates.

Edward Jones stood accused of not properly supervising advisors who were charging clients commissions for mutual funds and then moving the fund shares over to fee-generating accounts.

Industry experts say the new team of 25 investment specialists seems designed to tackle the more esoteric aspects of working with wealthy clients and leave asset gathering and relationship management to advisors.

If there's one thing we should have learned by now, it's that the constant state of change in our industry is driven by advances in technology.

But even as many firms' tech budgets are likely to increase, experts say carefully spending that money to increase efficiency will be paramount to maintaining a nimble tech stack.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

In December, the BlackRock Investment Institute stated that giving bitcoin a 1% to 2% weighting would produce a similar share of profile risk as the so-called Magnificent Seven technology stocks in a standard 60/40 portfolio.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

The SEC should amend the regulation in order to help workers who can't afford to wait for an IPO to access the value of their equity.