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There's no better example of investing in the future than an emerging markets fund. Here are the ones with the best returns.
January 11 -
As the Fed promises to cut rates, investors are eagerly awaiting a drop in bond yields — and a big jump in prices.
January 10 -
After more than a decade of opposition, the Securities and Exchange Commission has given the green light.
January 10 -
In a case with industry-wide implications, PKS Investments argues that a Utah couple cannot pursue damages against the brokerage through FINRA arbitration.
January 9 -
Study finds that the two large investing firms tend to not support shareholder proposals meant to combat climate change.
January 9 -
Alternative investments are courting private wealth more and more as insitutional money starts to dry up.
January 8 -
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.
January 4 -
For clients who care about social impact in their portfolios or financial plans, this relatively young designation can help an advisor deliver more value.
January 2 -
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.
December 28 -
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?
December 27 -
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.
December 27 -
Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
December 26 -
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.
December 26 -
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.
December 26
Morningstar Wealth -
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.
December 22 -
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.
December 21 -
Electronic messaging, Reg BI, crypto and fraud all appeared at the top of regulators' agenda this past year.
December 19 -
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.
December 17 -
The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?
December 14 -
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.
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