The regulator said it is watching for such activities and that firms need a good reason for switching client accounts.

What tariff trade war? Once floundering stocks are sizzling and economist Ed Yardeni, along with other Wall Street strategists, is lowering the odds of a recession and upping year ...

The JPMorgan CEO said some clients are holding back on investments because of all the tariff-related volatility.

Fintech firm iCapital has announced plans to acquire Citi Global Alternatives, the advisor to Citi Wealth’s global alternative investment fund platform that houses about 180 funds.

Buyout firm Partners Group is lobbying the US Department of Labor to issue further guidance on private equity and 401 (k)s, seeking to spur greater adoption of alternative investments in Americans’ ...

The most effective response to fear-driven downturns is a disciplined focus rooted in diversification and avoiding rash decisions based on sentiment alone. The economy remains stronger than headlines ...

Investors are turning to alternative investments, including alternative ETFs, and even cash to deal with the volatility of the current marketplace, State Street Global Advisors said in two new studies ...

The legendary investor has given away billions worth of Berkshire Hathaway shares, part of a plan to gift 99.5% of his wealth.

Fermat oversees a $10 billion portfolio of mostly cat bonds, while Twelve Securis — a firm that’s the product of a recent merger between Twelve Capital and Securis — manages $8.5 billion of ILS assets ...

Irrevocable trusts are typically just that: locked from the minute they’re signed, virtually unchangeable. But sometimes a trust that’s been around for a long time needs to be adjusted to better fit ...

From canola oil to colorful dyes, the US food industry is girding for a shift away from the ingredients that made American diets among the cheapest in the world.

Cumulative flows into U.S. equity exchange-traded funds are overtaking fixed-income counterparts in sympathy with the Wall Street rally. The likes of the Vanguard S&P 500 ETF (ticker VOO), the SPDR ...