Equities

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.

Judge Rejects Vanguard $40M Mutual Fund Settlement

A U.S. District Court judge in Philadelphia said the proposed class action settlement announced in November "provides no value" to investors.

Rory McIlroy Dives Deeper Into Private Equity

His partnership with TPG comes as record dollars flow into sports from media companies competing for premium live content.

Schwab CEO Says Investors Cutting Risk After April Turmoil

He says stock investors have cut risks by selling U.S. equities and buying bonds and non-U.S. shares in response to April's market turmoil.

What’s Next for Berkshire as Buffett Hands Over Baton?

It remains unclear how the $1.16 trillion conglomerate will fare after the man so intertwined with it leaves the stage.

Why Market Volatility Isn’t Sending These Investors for a Loop

Advisors share how they’re helping clients cope during these dizzying and unpredictable times.

Charts That Are Flashing Red for U.S. Equity Bulls

There's a lot about the U.S. equity market right now that is highly unusual. This commentary points out what investors should be watching.

5 Stalled Mega Mergers That Could Get a Green Light Under Trump

Many on Wall Street expect Donald Trump’s re-election to trigger a new wave of merger activity. Five super size deals could get the green light in 2025.

Why is Warren Buffett Sitting on So Much Cash?

Everyone appears to be getting in on the action in the stock market, which has soared to new highs. That is, everyone except Buffett himself.

Buffett’s Warning of Casino-Like Investor Behavior Should be Heeded

While fees have been significantly reduced, investors now face less visible but equally harmful costs associated with increased risk.

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NASAA Seeks Comments on Advisor Marketing Rule

NASAA is proposing the changes so that its rules more closely align with the SEC investment adviser marketing rule.

BlackRock, Others Lose Bid To Dismiss Texas Climate Collusion Lawsuit

The lawsuit is among the highest-profile cases targeting efforts to promote environmental, social and governance goals.

The ‘New Normal’: LIMRA: U.S. Annuity Sales Hit Record in First Half of 2025

RILA sales drive quarterly record, but a softening market may be on the way, LIMRA warns.

DAFgiving360 Donors Grant $8.9B to Charities During FY 2025

Financial advisors are playing a an increasingly important role as more clients express charitable intentions.

Vanguard Adds Two Titles to its Fixed Income Model Portfolio Lineup

One new offering aims to preserve capital while the other seeks to maximize returns.

Woman Gets Prison for Hiding Over $90M From the IRS in Overseas Accounts

The defendant and her relatives hid the funds in banks in Switzerland, Panama, Israel and Andorra, authorities said.

Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.