Investments

Skyrocketing cryptocurrency prices makes it hard for long-time wealth managers to act their on skepticism and stay out of the market for these risky vehicles.

It's not just good for the planet — socially conscious funds have earned solid returns over the past 10 years. Here are the highest performers.

Bitcoin has risen more than 40% this year following the successful introduction of the exchange traded funds.

RBC Wealth Management is using technology to sift public records for financial or other signals that clients may have come into money or are looking to transfer assets held away.

Despite not holding any Magnificent Seven stocks, the past year has seen assets soar for this ETF.

As optimism about potential Fed rate cuts fades, attention — and inflows — shift to bonds.

The wealth management giant sees piles of cash waiting "on the sidelines" as a way to boost assets under management and profit margin.

A tax efficient fund model, applied to new share class structures, awaits SEC approval.

Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.

Van Eck Associates failed to share important details about the fund's planned fee structure with its board, according to the regulator.

Last year, $4.3 billion was pulled from ESG-focused ETFs in the United States — the first annual outflows from the category.

Small doesn't mean unprofitable. From 2014 to 2024, funds invested in small-cap companies boasted returns as high as 13.96% per year.

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.