Investments

The nuance around RIA compensation belies an often overheated debate and the ability for planners these days to make their own choices.

Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.

Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.

Total annuity sales easily eclipsed 2022 — which had set an all-time record.

Amid a tough year for property investors, discerning advisors could still uncover some solid returns.

The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?

Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.

For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.

Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.

Even planners who are willing to entertain investments in digital assets caution that clients should put no more in than they can afford to lose.

The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.

Investors have a wealth of options for putting their capital gains to work through this program.

After the SEC's decision, Americans can finally invest in a fund whose underlying asset is bitcoin. But should they?

In only her fifth year in the profession, the former Facet advisor is starting at zero with gratitude toward her growing professional network and an intentional focus on fees.

The asset and wealth division helped drive the gains, posting its highest quarterly revenue in two years on a gain tied to the sale of a financial-management business. That helped counter fixed-income trading results and investment-banking fees that fell short of expectations.

In 2023, seven tech stocks dominated the Nasdaq 100. Analysts expect 2024 to be different.

There's no better example of investing in the future than an emerging markets fund. Here are the ones with the best returns.

As the Fed promises to cut rates, investors are eagerly awaiting a drop in bond yields — and a big jump in prices.

After more than a decade of opposition, the Securities and Exchange Commission has given the green light.