Investments

The world's largest asset manager has posted net ESG inflows every quarter for the past two years.

AI-related holdings account for 96% of the total wealth gained in the Bloomberg Billionaires Index.

The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.

Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.

The market-making firm warns of costs and intrusions into investors' privacy.

Understanding new retirement regulations and utilizing technology will help your firm grow.

The Federal Reserve expects to cut interest rates three times this year, some say as early as March, if data alllow those moves. Following the Jan. 30-31 FOMC meeting, Garrett Melson, portfolio strategist at Natixis Investment Managers Solutions, will provide his take on the meeting and Chair Jerome Powell's press conference.

The nuance around RIA compensation belies an often overheated debate and the ability for planners these days to make their own choices.

Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.

Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.

Total annuity sales easily eclipsed 2022 — which had set an all-time record.

Amid a tough year for property investors, discerning advisors could still uncover some solid returns.

The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?

Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.

For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.

Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.

Even planners who are willing to entertain investments in digital assets caution that clients should put no more in than they can afford to lose.

The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.

Investors have a wealth of options for putting their capital gains to work through this program.