Investments

Higher earners are also struggling, a new study shows.

Total sales of the insurance products reached $310.6 billion, shattering the previous all-time record set in 2008.

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

At Future Proof, the founder of Pearl Planning cited fixed-income experts whose panel discussions identified value to unlock amid tumbling returns.

A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.

At Future Proof 2022, the eToro U.S. securities expert put the stock and bond losses last year into a helpful context when discussing them with clients.

Research firm Cerulli reports that investing in private equity, real estate and other alternatives was up 23% in 2022.

Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

The company aims to make fractional ownership of masterpiece paintings similar to an IPO

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.

Despite a down 2022, these funds were the best over the last decade.

FINRA warned brokers in its latest annual report about not being fully up to speed with the client-care rule.

Some household-name retailers got slammed. They weren't the only ones.

One word: energy.

Crypto and ESG were supposed to transform the finance industry. At the end of 2022, they still hadn't — and prospects look even worse for 2023.

A new entity called Binah Capital is expected to be listed on the NYSE in the second quarter, despite headwinds for stocks and the waning use of SPACs.

The crypto tax environment, new crypto reporting requirements and a recently launched crypto education resource are among the latest developments in digital assets.

Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.