Investments

For the wealth management industry, 2022 was a historically difficult year. How will advisors bounce back in 2023?

Portfolio reviews and retirement contributions are at the top of to-do lists of Morningstar, AARP and industry groups.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

Some funds lost more than 90% this year.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

GOP leaders from Florida to Oklahoma are drafting legislation to clamp down on "woke" investing.

Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.

Government watchdogs propose more oversight amid collapse of crypto and falling markets.

Even before the collapse of FTX, concerns about cryptocurrency and other risky investments were keeping regulators busy.

Regulatory disappointment in December accelerated steep losses suffered by cannabis ETFs this year.

Top strategists are warning that stocks face fresh declines in the first half as corporate earnings succumb to weaker economic growth and sky-high inflation, and central banks remain hawkish.

There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.

Few topics in retirement are as polarizing as the "A" word. We asked advisors to weigh in.

4 financial advisors talk about what they got right, and what they got wrong.

2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.

The Wall Street regulator's Regulation Best Execution would require firms to go to extra lengths to ensure they're getting the best deals for customers.

Forget high-yield savings accounts (if you can find them). Money-market funds are having a moment.

Regulators are taking the first step towrard the most widespread revamp in more than a decade in the way that stocks are traded.

A new Morningstar report says seniors can safely withdraw up to 3.8% of their nest eggs in their first year of retirement — up from 3.3% last year.