The new custom SMA offering, an expansion of Fidelity’s direct indexing lineup, will be broadly available to RIA, broker/dealer and family office clients in 2023.

Bitcoin will trade between $17,600 and $25,000 until the end of this year, survey of market participants shows.

Reclassifications that add an ESG element to conventional funds are down 84% compared with a year ago, and new ESG funds built from scratch fell 60%.

Municipal bonds are a relatively safe investment with tax-free interest that gives them an advantage over other fixed-income assets.

Now is the time to purchase US Series I savings bonds before rates reset, experts say.

The turbulent market environment offers investors the chance to harvest losses and strategically reposition portfolios.