Investments

Floating rate deals could spell the end of a golden age for direct lending.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.

The federal funds rate is currently at 5.25% to 5.50%, the highest in over two decades, but many financial advisors and analysts see that falling as soon as next month.

Art loans function as lines of credit, so clients draw on them and pay them back as they can.

The first half of 2024 marked a record stretch for ETFs, but not all funds were lifted by the rising tide.

Missouri Secretary of State John Ashcroft's office said the ruling was "not just legally deficient but also morally wrong."

A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.

The next few weeks will be critical as the COLA is determined on the average inflation rate in the third quarter — July, August and September — versus the average third-quarter inflation a year ago.

The Swiss banking giant said a planned change to its yields on clients' uninvested cash will take a $50 million bite out of its net profits.

Cadaret Grant agreed to fines to clear up allegations that it had failed to disclose conflicts with costly mutual funds and sweeps accounts.