Investments

The latest legal action over the industry's handling of clients' uninvested cash suggests sweeps are a bigger profit generator than most firms let on.

The initial suite of ETF products available on the platform will all be actively managed.

Financial advisors who cater to investors who want to put their money where their faith is say what is screened out all depends on several different factors.

Industry groups say RIAs are receiving SEC letters inquiring about compliance with the new T+1 settlement rule for stock and bond trades.

These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.

The Wall Street powerhouse is now the subject of two class action suits questioning whether it has been providing unreasonably low returns on clients' uninvested cash.

If those savings in defined contribution plans are offset by debt, employees may find themselves worse off than when they started.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

Investors poured cash into U.S. exchange-traded funds last month, but not every fund benefited. Here are the 20 that lost the most money.

U.S. exchange-traded funds raked in $82.4 billion last month, finishing out a strong first half of the year. Here are the funds that garnered the most investor cash.

If that prediction holds, it will be the latest in a trend of falling cost of living adjustments in recent years.

With the recent bull market being driven by just a few companies, many clients are asking: Why wasn't I in that stock? Here's how to answer.

Of the $156B raised by private credit funds last year, about 16% went into products claiming to target ESG goals — the most in a decade.

As a flood of supply drives prices lower, many investors are rushing in to buy the cryptocurrency at a discount.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

After half a year on the market, we now know which spot bitcoin ETFs have taken in the most investor cash. Here's how they compare.

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.

The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.