Investments

Financial advisors say they can help combat the flow of misguided and misleading recommendations by posting more frequently and establishing more of a social media presence.

From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.

Dennis B. Levine, a central player in the 1980's most notorious insider trading scheme, benefits from the regulator's fix, but so will some everyday financial planners.

The featured INVEST 2023 speaker breaks down the science behind our saving struggles and details the important role advisors play in bridging the gap with the next generation.

A year of cryptocurrency scandals has made advisors more skeptical about the volatile asset class, but the future of crypto is far from settled for investors and their financial advisors.

When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?

The case in unusual because of Coinbase's high profile in the U.S. and status as a publicly traded company.

Venture capital-backed Purpose Rounds helped ethical leather goods firm Parker Clay raise money outside the traditional routes as the pilot firm on the platform.

Deferral of taxes is the name of the game when it comes to eeking out extra profits.

Series I bonds were such a good deal last year that one New York lawyer bought $20,000 worth of them. One year later, what, if anything, should he do?

The SEC case is the latest to highlight the risks investors run when they get involved with "blank check" companies.

Embracing uncertainty in strong and weak markets alike grounds the client, their portfolio and the practice.

The soaring number of firms disclosing their workforce demographics is bringing sobering numbers to light and displaying the shortcomings of available statistics.

Federal officials have long warned of the dangers of accounts with few guardrails on what they can invest in.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

If a client's time frame is zero to around 36 months, CDs and T-bills are attractive investments even without their current elevated returns.

On Friday, June 2, millions of Americans are due a total of $25 billion worth of Social Security payments. And more than anything else, that may prove a decisive element in forcing an end to the partisan standoff over raising the federal debt limit.

A survey from the FINRA Foundation and CFA Institute finds that cryptocurrency and individual stocks remain popular with the younger crowd.

Douglas Hawkins sold more than $2 million in risky alternative investments without even providing his clients a prospectus, investigators said.

Despite market jitters over a U.S. debt default, investors are roaring into U.S. equities.