Investments

With market uncertainty still in the air, annuities continue to break sales records. Advisors say they work for some clients, but not all.

The private markets platform introduces a collaborative model for multi-manager private market funds.

More financial advisors will use the alternative investments in the next 12 months due to their complex features and industry innovations, the research firm finds.

The Swiss banking giant will cover some 3,000 stocks and 18,000 bonds.

FP's playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.

The move disappointed advocates just days after a court ruling viewed by many as clearing a path for the long-awaited product.

A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?

Other states are likely to look to Massachusetts for guidance on how far they can go in holding broker-dealers to a higher standard than Regulation Best Interest.

Commissioner Hester Peirce warns an unintended consequence of the new regulation could be less thorough internal compliance reviews.

A brokerage client's portfolio was gradually invested almost exclusively in the fund manager WisdomTree over a decade.