For almost all of last year — from the inauguration of President Joe Biden in January to the collapse of his signature economic legislation in December — financial advisers and their clients were bracing for tax increases. Some investors got ...

Financial advisers’ clients are clamoring for crypto assets, while brokers and advisers are trying to figure out how this nascent asset class fits, if at all, into their investment and retirement portfolios. That hurried, confused ardor for cryptocurrencies and digital ...

Independent registered investment advisers, as the largest buyers of exchange-traded funds, are forcing the asset management industry to dedicate more resources to the lower-cost, more liquid fund wrapper, and active strategies are increasingly coming along for the ride. “There’s been ...

A rocky start to the year for the financial markets against the backdrop of surging inflation and higher interest rates would seem to indicate a strong run ahead for active management. The argument typically goes that market volatility, especially the ...

Fiduciary liability, and the litigation that results from it, has been a big problem for the 401(k) and 403(b) worlds — but that could change in 2022. A pending decision by the Supreme Court will likely determine how easy it ...

This article is one in a series of outlooks for 2022 by the InvestmentNews team. As Americans opt for easier ways to build their financial futures, fintechs are proving cheaper and more efficient alternatives and could drive down the cost ...

This article is one in a series of outlooks for 2022 by the InvestmentNews team. Political tension on the Securities and Exchange Commission could permeate the agency’s work in 2022, and the first tangible evidence will come early this year. ...

This article is one in a series of outlooks for 2022 by the InvestmentNews team. The fight for — and over — financial advisers in 2022 will be vicious and costly. Financial advisers are going to want to continue to ...

The Federal Reserve, in its quest to be as transparent as possible, has tamped down some of the numerous economic and market outlooks for 2022 by showcasing plans to hike interest rates as many as three times this year. While ...

As the pandemic enters its third year and everyday life takes on some semblance of normalcy, the InvestmentNews team looks back at the most interesting industry developments of 2021. Wall Street and its array of outposts from Phoenix to Austin ...