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Young, wealthy investors more likely to go for broke
BofA study reveals how younger high-net-worth individuals view crypto, real estate, and other alternatives differently from Gen X and older generations.
Citi joins Goldman in lifting US stock outlook
The global banking giant expects continued strength in big tech stocks to keep fueling the benchmark S&P 500.
Fisher Investments deal’s valuation in line with market
'The firm is unique because of its retail brand,' says one industry consultant.
Russell Investments expands its managed accounts menu
The asset manager is giving advisors more power to personalize portfolios with fixed-income and multi-asset options.
Quant-factor ETFs have a moment as retail funds pile in
Equity smart-beta ETFs have raked in nearly $48B so far this year as money managers look to spread their exposures or ride the biggest winners.
With an ocean of resources, investors are surfing their way to confidence
Schwab survey shows optimism cutting across generations as investment advice, education, and tools become more available.
Vanguard switched from anti stance to help push Musk’s pay package
Note reveals how the indexing giant changed its opinion on the $56B payday and Tesla’s proposed incorporation in Texas.
Is growth stock domination coming to an end?
Value stocks have had a rough time over the past few years. Some advisors see a change at hand.
Wells Fargo says five pivot points in the US economy will drive growth for 18 months
CIO sees growth for both equities and fixed income, with the right choices.
IRA expert Ed Slott sees retirement savings tax bomb ticking louder than ever
The retirement expert is back with a new book and a big warning about higher taxes.
Dollar rockets toward 2024 record amid inflation, Fed watch
Wednesday's one-two punch of CPI data and rate decision could spur the world's strongest currency on.
Questions for $67B ETF as Nvidia overshadows Apple
Ranked among the world's biggest tech ETFs, the thematic fund by State Street may have to radically shake up its portfolio makeup.
Schwab trading index: Were AI and meme stocks in or out of favor in May?
The monthly STAX index reveals investment sentiment among firm's clients.
Hedge funds ditch chip stocks for software in tech investing U-turn
Fund managers have been net sellers of the AI craze's biggest beneficiaries – is it a tactical pivot or a course change?
Principal client wins $7 million claim involving annuities
'The evidence further reflected a pattern of churning,' one executive said about the case.
Land of the rising returns. More advisors discovering Japanese stocks
Japanese stocks are on a tear thanks to the country's depreciating currency, causing American advisors to look across the Pacific for profits.
GameStop plunges as video game retailer reveals share sale plans
The company behind the beloved meme stock pushed forward its quarterly earnings report, getting ahead of a livestream by highly controversial “Roaring Kitty.”
Stocks may be hot in 2024 but metals are molten
Gold, silver and even copper are beating the S&P 500 so far in 2024. But will the bull market in metals last?
Blackstone exec sees light at the end of the REIT liquidity tunnel
Firm's global co-head of real estate says bidders for real estate are coming back as costs of capital come down.
Allspring unveils SMA platform enhancements
The North Carolina-based global asset manager is strengthening its custom SMA platform with new active and index strategies.
