Investments

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

A young New Yorker has invested in both American and international index funds. How much should he put into each?

The hybrid structure confers higher contribution limits, allowing savers nearing retirement to quickly build up balances.

A new analysis by Ceres found that pledges by financial institutions to combat climate change are at odds with their bankrolling of fossil fuel companies.

Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.

The information is technically out there, but FINRA critics contend the regulator should be doing more to make the public aware of advisors with dubious pasts.

A 20-year veteran advisor sold more than $7 million worth of investments pitched by an accused fraudster connected to his friend from Bible study, the regulator said.

The $2.4 billion request for the Wall Street regulator would put 1,434 officers on the compliance beat, up 4% from seven years ago.

Exchange-traded funds focus on natural gas and technology did horribly last year, but they're still drawing in new money.

Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.

Taxable bond exchange-traded funds have drawn floods of cash ever since two banks collapsed in March and deepened fears of an economic downturn.

The case shines light on the risks of betting against a company's stock when merger or privatization deals are afoot.

Collectibles worth up to millions of dollars are securitized into thousands of shares that trade for as little as $10 a pop.

A Hornor, Townsend & Kent broker pitched "Future Income Payments" that turned out to be part of a $300 million scheme targeting veterans, investigators said.

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

Understandable expenses came out ahead of every other "want" among customers, displaying how transparent costs are an important differentiator for advisors.

The active ETF firm's managing partner talks about the potential for options-based strategies in times when stocks and bonds are plunging.