Investments

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.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

Shareholder advocacy nonprofit As You Sow singled out Berkshire Hathaway as a low performer while giving good marks to CVS, PayPal and Activision Blizzard.

The Infrastructure Investment and Jobs Act provides billions in grants for state and local governments. The challenge now is how quickly and effectively they can spend it amid an inflation–fueled rising–rate environment.

Amid all the dour news of inflation and volatility, signs are emerging that investors see light at the end of the tunnel.

Good news awaits investors once the Fed gets rising consumer prices under control.

CapWealth Advisors founder Tim Pagliara said a federal jury sided with the firm because its clients had, in fact, paid lower overall fees on their mutual funds.

CI Financial Corp. outlined a plan to reduce debt and separate its US and Canadian businesses as the fund manager tries to rebuild investor confidence in its growth strategy.

Despite investors' anxieties, financial professionals rarely see political contests as reasons for big changes in portfolio strategies.