Investments

The Wall Street giant distinguishes its custody service by being a pioneer in allowing private equity, private credit and similar investments to be used as collateral for loans to RIA clients.

Three regulatory amendments that are attached to the new "retirement security rule" display the stakes of the legal challenge already brewing in court.

The Wall Street giant plans to use the money raised to originate, underwrite and hold loans backed by high-quality real estate.

April saw a steep drop in investment in exchange-traded funds. Here are the 20 that lost the most.

As stocks stumbled last month, exchange-traded funds took in 63% less than in March. See which ETFs got through April with the most investor cash.

The SEC's guidance is a part of a much broader movement as the U.S. strives to catch up with Europe.

The advisory landscape is shifting as robo advisors are trending out, thanks to AI as the "next big thing" in wealth management. But that doesn't mean AI will make robo advisors obsolete.

As investors try to lock in high yields, actively managed bond funds are making an unexpected comeback.

Analysts find that funds selling call options tend to do poorly in bull markets and lag behind broader market indexes.

The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.

Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.

As the letters "ESG" fall out of favor, BlackRock and other firms are shifting their language to terms like "climate," "green" and "transition."

As ESG investments face political backlash, here's how financial advisors are talking to clients about impact investing.

Cash may feel safe on a visceral level, but it is not a risk-free asset in terms of preserving real value on a long-term portfolio.

Even as ETFs in general enjoyed a bullish month, some funds lost billions of dollars. Here are the bottom 20.

The banking giant nonetheless saw strong growth in net new assets in the first quarter and a 14% jump in returns from asset management fees.

Investors poured cash into exchange-traded funds last month. Here are the biggest winners.

It may seem like ESG's moment has passed. But as millennial and Gen Z investors gain more wealth, do-good investing is likely to become more important than ever.