Investments

The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

With interest rates likely to level off, wealth managers who leave their clients in cash could miss out substantial long-term gains.

Shorts and inverse funds dominate Morningstar's bottom 10, taking the successes of the past decade and putting them in reverse.

Collective investment trusts, also known as collective investment funds, carry advantages that come with certain caveats and restrictions, according to experts.

The stock market's largest companies have the best chance of weathering the Fed's rate hikes, BlackRock's strategists believe.

There's room for growth in a crowded field — but it can be a risky and expensive move. Here's what to consider.

Despite recruiting efforts, firms have struggled to bring in new blood, making retention more important than ever.

It's imperative now more than ever that businesses understand how to efficiently manage their sustainability investments.

The inquiry into Wells Fargo comes at a time when clients can often secure much better rates of return through money markets and certificates of deposit.

J.D. Power ranked 16 annuities in terms of customer satisfaction. Here are the winners and losers.

New trade rec from BoA suggests targeting boomers' wealth — and avoiding millennials'.

High interest rates and a wobbly stock market continued to fuel the Great Annuity Boom this past summer.

Chairman Gary Gensler draws attention to high-profile cases over WhatsApp and other messenger communications as well as the need for crypto regulation.

The firm's total advisor headcount holds steady while its assets under management swell to $816 billion.

Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

The late actor's estate fell short in a five-year quest involving the distribution of a hedge fund position when his financial advisor left UBS for Merrill Lynch.

Thomas Brenner joins his accomplices Perry 'King Perry' Santillo and Christopher Parris in receiving prison sentences for defrauding investors.

The Croatan Institute is bringing together farmers, climate activists, academics, government officials and investment experts next month.

The unprecedented run of bull markets that buoyed fund managers' investments and masked life-threatening vulnerabilities may be a thing of the past.