Investments

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.

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.