Investments

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.

Assessing your RIA through a sustainability lens can serve a range of stakeholders including employees, clients and the environment.

Check out this collection of can't-miss conversations with industry insiders and experts.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

Bond values are plummeting right now. But in the longer run, these 20 funds show why it pays to invest in fixed income.

Preparation, acceptance and a generous dose of patience will be required to help investors weather a forecast that includes prolonged high-interest rates.

The CAIS Alts Experience through BNY Mellon's Pershing builds upon existing integrations to remove transaction fees on participating funds through the CAIS Marketplace to BNY Mellon's Pershing clients

The company's Market Pathway model portfolios were created to help younger investors begin relationships with financial advisors.

Amid industry crackdown, some say they are beginning to see a way forward for digital asset firms that want to stay on the right side of the law.

Arete Investments is a new cloud-based investor program fueled by partnerships with FusionIQ and DriveWealth

Traders betting that regulators will approve a U.S. spot bitcoin exchange-traded fund sooner rather than later have all but evaporated a once-gargantuan discount on the world's biggest crypto fund.