Investments

A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.

The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?

Over the weekend, Congress approached and then retreated from fiscal armageddon. Wall Street's response: Whatever.

The Wall Street giant's private bank contends it had advised the plaintiffs against concentrating their money in risky investments.

Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.

Financial Planning's staff has compiled 84 songs that we believe speak to the souls of advisors.

Financial advisors getting calls or emails from panicked investors can remind them that experts predict any economic impact would be limited and temporary.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

When it comes to charity, last year wealthy families gave differently — and invested differently.

The SEC also alleges the firm's founder invested clients' money through a fund that employed his wife without disclosing the conflict.

Regulators accused the investment technology firm of not disclosing fees that ate into clients' interest payments.

The firm stood accused of not having policies to ensure clients' money was invested in keeping with environmental, social and governance goals.

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

It's not all hard luck and even harder times in country music. Sometimes the songs are about making money — and they can offer some sage advice on what to do with it.

An SEC panel meets to question who should meet the criteria for putting money into complex and possibly risky investments.

It may not happen anytime soon, but someday the Fed will reverse course. How should investors adapt?

The closings underscore shifting fortunes for sustainable investing as returns disappoint investors and anti-ESG rhetoric persists

Low-cost index funds could be costing investors up to 35 basis points a year.

Mutual funds will have to take extra care when using terms like ESG, value and growth.

The SEC accused the firm of raising a sixth round of funding even though red flags were popping up left and right.