Investments

The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.

Analysts say that firms that are forced to start paying clients higher rates may have to raise their advisory fees and cut costs to make up for the revenue losses.

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.

July has historically been a strong month for ETF inflows, and this year was no exception.

Recent years have taken the shine off of fixed income, both as a portfolio diversifier and a way to boost total returns. The prospect of falling rates next month promises to reverse that.

The litigation comes amid heated debate over a Department of Labor rule meant to prevent excessive fees on sales of insurance products.

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

Activist shareholders targeted 449 companies with mostly large market capitalizations.

Gary Quinzel, vice president of portfolio consulting at Wealth Enhancement Group, gives his views about monetary policy and offers his opinion on the FOMC statement and Fed Chair Jerome Powell's press conference.

Mutual funds are losing assets, while ETFs are gaining them. Here's a look at how a pioneering firm has adjusted to a difficult environment in recent years.

While big firms keep getting hit with lawsuits alleging unfair cash sweep policies, MaxMyInterest is generating returns from cash through the competitive marketplace.