Investments

Large-cap funds are generally defined as those that invest in companies with over $10 billion in market capitalization and are often considered safer than small-cap funds.

ESG was seen as a counter Trump's presidency eight years ago. The story has changed.

A recent Social Capital Markets report found that 71% of social media financial advice is misleading.

Investing in the precious metal has never been easier, which makes a financial planner's guidance all the more crucial.

After yet another rate decrease, Federal Reserve Chair Jerome Powell remained defiant after Election Day, telling reporters he would not resign.

A lawyer in the case says his legal team was able to present text messages showing a Stifel wealth manager had been touting complex structured notes as low-risk investments.

Quanative analysts are trying to learn whether private equtiy and similar vehicles can offer alpha — or a consistent ability to beat benchmarks like the S&P 500.

Regulators say Invesco felt pressure to overstate its investment support for environmental, social and governance causes for fear that hundreds of billions in AUM would walk out the door.

Women clients tend to seek advisor referrals from other women and prioritize long-term planning, an Edward Jones study indicates.

Axos Clearing partners with Envestnet to integrate Envestnet's managed account features into the Axos Clearing portal, streamlining portfolio management.

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

Republican President-elect Donald Trump is headed back to the White House, and his party will retake the U.S. Senate, which likely means deregulation and lower taxes.

The two firms are among the many wealth managers now being sued over allegations that they failed to obtain fair returns for their clients on their uninvested cash.

AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.

Sales were mostly flat until 2020. Over the past four years though, they've nearly doubled.

The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.

Regulators accused the firm of misleading customers about fees and of not being upfront about conflicts of interest with its recommendations of mutual funds, private equity and other investments.

The Federal Reserve began cutting rates in September. The December meeting is its last of 2024. Will the cutting continue, or will there be a pause? Doug Peta, Chief Strategist, U.S. Investment Strategy, at BCA Research, discusses the meeting and future policy.

Advisors must educate themselves on how climate-related risk can impact the lives, portfolios and net worths of their clients — and communicate those risks accordingly.

Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.