Russia is waging a two-pronged war on the West and Western values. The first, in Ukraine, is a conventional war. More than 2,000 innocent civilians have been killed, according to estimates, and one million Ukrainians have fled to safety in ...

February being Black History Month, this is an appropriate time to acknowledge notable African American financial advisers of the past. Before the late 1960s, when hiring discrimination on Wall Street was an open secret, the fact there were any African ...

The recent UBS acquisition of Wealthfront for an eye-popping $1.4 billion brings down the curtain on Act II in the long-running drama, “Robos on Wall Street.” What will happen in Act III, and how will the show end? First, review ...

Two articles about our nation’s retirement programs attracted the attention of many InvestmentNews readers recently. One concerned a paper written by a University of Virginia law school professor charging that tax policy changes related to traditional 401(k)s and IRAs have ...

In forecasting what lies ahead in 2022, one lesson from the year just passed is that long-term trends tend to persist, even if they sometimes take unexpected turns. For example, two long-term trends that are shaping the economy — the ...

Since the stock market serves as an indicator of investor sentiment about the future, its recent gyrations underscore the worries surrounding the possible impact of the Covid-19 omicron variant. One thing is certain: Given the experience with the first wave, ...

Baseball legend and occasional philosopher Yogi Berra once observed that it’s tough to make predictions, especially about the future. Despite the difficulty of the assignment, InvestmentNews’ Jeff Benjamin recently asked seven industry notables to offer their views on what the ...

Fees took center stage last month as executives from Fidelity Investments and Charles Schwab Corp. squared off over the merits of so-called free custodial platforms that pass on fees to advisory clients. While many advisers enjoy the free service, the ...

Investing in Bitcoin went from exotic to routine last week when the first Bitcoin futures ETF started trading in the United States. The fact that clients now can put some money into Bitcoin via the familiar process of buying an ...

What’s a wirehouse worth? That question was the topic of recent speculation by InvestmentNews senior columnist Bruce Kelly, who came up with a valuation of roughly $20 billion for Wells Fargo Advisors.   A call by Sen. Elizabeth Warren, D-Mass., to ...