For its part, BlackRock said in response to O’Connor’s ruling that it acts “independently and with a singular focus on what’s in the best financial interests of our clients. Our only agenda is ...

Waterlily is not tied to any insurance product, but it does allow advisors to upload any product from any carrier—whether it's a traditional LTC product, a hybrid policy, an annuity-based LTC, or life ...

Though NBIM is largely an index tracker that invests according to a strict mandate overseen by Norway’s finance ministry, it seeks to make the most of its limited leeway. It owns, on average, 1.5% of ...

A four-member Osaic advisory team overseeing $1 billion in advisory, brokerage and retirement plan assets is the latest to defect to LPL Financial.

It could have been a bitter lesson for day traders that embraced the category. Instead, traders plowed another $1 billion into the GraniteShares 2x Long NVDA Daily ETF (ticker NVDL)—its biggest ...

U.S. President Donald Trump's return to the White House represents a grave threat to Europe's security, economy and clean-energy transition.

Private markets are set for a “golden age” even as investors adapt to a world of higher interest rates thanks to the vast pools of capital controlled by rich families that are set to pour into ...

Private markets are poised to gain market share during the coming year, according to a survey by Hamilton Lane, a global private market investment firm in Conshohocken, Pa.

Morningstar’s latest analysis shows that redemptions from European funds registered as Article 9—the name given to the EU’s strictest ESG category—reached €7.3 billion ($7.6 billion) in the final ...

The new offering will develop separately managed accounts, ETFs and bitcoin in partnership with Charles Schwab Corp.

That resembles the run-up to the dot-com bubble at the end of the 1990s, when a similarly slim cadre of stocks were beating the benchmark. The risks for markets from such concentration have been on ...

It's too early to let down our guard against tariffs, but the inflation picture is looking increasingly benign.