Investments

Studies purport to have proven both that socially responsible investing hurts returns, and that it can boost performance.

Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.

There’s a showdown looming between financial advisors and the custodians that safeguard their clients’ money. It’s been brewing for some time, and the move by Charles Schwab on Tuesday to offer commission-free trading makes the clash all but inevitable.

The asset managers and a U.S. family office collectively bought a 14.4% position in the company ahead of its IPO, a person familiar with the matter says.

To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.

At more than twice the price of the average fund, many with the even biggest gains still underperformed the broader market over the last decade.

Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.

With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.

Closed-end funds can allow all clients — not just HNW ones — to invest in alternatives

A patented structure allows ETFs to report once a quarter in an effort to protect their intellectual property.

Wild price swings that have exceeded double-digit percentages in a single day have spurred the regulator to keep a close eye on volatility.

It's the latest move in the race to offer products at the lowest possible prices.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

Among funds impacted so far, the Invesco China Technology ETF fell 2.8%, while the KraneShares CSI China Internet Fund lost 3.8%.

An online audience clamors to hear about cash withdrawals and weekly budget numbers delivered in a unique way. But what do wealth management pros think?

Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.

Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.

The regulator says it eliminated the need for providers to seek a special order from the agency before funds can be sold to investors.

Under the proposed structure, the funds will conceal a portion of their assets and instead publish a list of securities that’s highly correlated to the performance of the portfolio.