Investments

As interest rates rose and stocks fell over the summer, Americans saw their wealth decline.

Bonds are back for high net worth investors.

Super-rich investors find energy the most attractive of all investment categories.

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.

The rise of social media "finfluencers" and the tendency of millennials and Gen-Z investors to manage their own money are just two significant trends.

FINRA accused FSC, Royal Alliance, SagePoint and Woodbury of "negligently omitting material facts" about an alternative asset manager, FINRA said.

The push to regulate non-traded REITs lurks behind new concerns about liquidity.

In two FINRA enforcement cases and an arbitration award, wealth management firms are resolving allegations that they breached their duties.

As inflation soars and stocks tumble, annuities are enjoying their best sales ever. Why?

Buying fewer stocks adds more risk over long investment horizons than has been suggested by academic and popular papers that focus on annual volatility.

The conversion would bring its active equity ETF lineup to 15 funds from an existing nine.

The bank hired a nonprofit exec with a background in impact investing and expanded the roles of two other executives as part of its ESG wealth push.

New As You Sow research tracking hundreds of publicly traded firms adds to the many studies finding a positive correlation between diversity and results.

Goldman Sachs Group will pay $4 million to settle U.S. regulators' claims that its asset management unit didn't properly weigh environmental, social and governance factors in some of its investment products.

The new federal regulations will allow, but not require, 401(k) fiduciaries to take environmental, social and governance principles into account.

Many funds that are down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of the net asset value of the portfolio.

As basic necessities get more expensive, some Americans are treating stocks as a luxury they can't afford.

Founder Toussaint Bailey seeks to deploy "a direct indexing experience in the private markets" toward areas such as education, small businesses and sustainability.

The founder of the JLL Income Property Trust non-traded REIT thinks real estate deserves a place on advisors' list of alternative investments.

Always essential but rarely the portfolio star, the strategy aims to provide positive returns in down markets when investors need them most.