Puerto Rico's “resident investor” incentive, commonly known as Act 22, lures wealthy individuals with the promise of legally skirting U.S. federal income tax.
Industry consultant Tim Welsh and Tech Editor Davis Janowski debate the merits of digital assets, cryptocurrencies and the blockchain and whether they have a place in wealth management.
Advisors and their clients can get access to fine wine through Vinovest’s actively managed fund or through bespoke strategies customized around time horizons or ESG preferences.
Funds focused on semiconductors and clean energy fared the best over the past three years.
The Direxion Breakfast Commodities Strategy exchange-traded fund will track an index focused on coffee, orange juice, wheat and lean-hog futures.
The app, wich will compete with the likes of Robinhood and Webull, will allow trading in listed stocks and exchange-traded funds.
The ongoing rout in tech stocks -- a no-brainer pick for more than a decade -- looks to be more than a short-term pullback.
Model portfolios -- off-the-shelf investment strategies often comprising bundles of ETFs -- are ridden with conflicts of interest, according to a trio of academics.
Assets across DFA's 13 exchange-traded funds have surged to nearly $46 billion, surpassing First Trust.
