Investments

After the SEC's decision, Americans can finally invest in a fund whose underlying asset is bitcoin. But should they?

In only her fifth year in the profession, the former Facet advisor is starting at zero with gratitude toward her growing professional network and an intentional focus on fees.

The asset and wealth division helped drive the gains, posting its highest quarterly revenue in two years on a gain tied to the sale of a financial-management business. That helped counter fixed-income trading results and investment-banking fees that fell short of expectations.

In 2023, seven tech stocks dominated the Nasdaq 100. Analysts expect 2024 to be different.

There's no better example of investing in the future than an emerging markets fund. Here are the ones with the best returns.

As the Fed promises to cut rates, investors are eagerly awaiting a drop in bond yields — and a big jump in prices.

After more than a decade of opposition, the Securities and Exchange Commission has given the green light.

In a case with industry-wide implications, PKS Investments argues that a Utah couple cannot pursue damages against the brokerage through FINRA arbitration.

Study finds that the two large investing firms tend to not support shareholder proposals meant to combat climate change.

Alternative investments are courting private wealth more and more as insitutional money starts to dry up.

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.

For clients who care about social impact in their portfolios or financial plans, this relatively young designation can help an advisor deliver more value.

Without inflation adjustments to income and net worth criteria, the number of people who qualify to put their money into sophisticated and risky investments has skyrocketed.

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

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.