Investments

Industry watchdogs weren't concerned only about hot topics like artificial intelligence and cybersecurity but also remote work policies and the ability of brokers to clear their names.

The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.

Electronic messaging, Reg BI, crypto and fraud all appeared at the top of regulators' agenda this past year.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?

The plaintiff in the class-action suit notes that returns at rival institutions rose when inflation started driving prices up last year. Her rates did not.

The ETF and mutual fund pie will change by early next year, but Cerulli finds ample additional slices that alter the larger picture.

Come the second quarter of 2024, JPMorgan Automated Investing will be no more.

Once considered key drivers of the boom in ESG investing, millennial and Gen Z investors no longer seem so supportive now that the economy is experiencing more turbulence, a new study finds.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.