Investment

Fifty years after the free market for gold was created, the precious metal remains a reliable asset for portfolio protection through periods of high inflation and volatility, according to State Street Global Advisors’ chief gold strategist.

Building relationships with individual investors requires meaningful commitments to client education and transparency.

The record-setting year of the ETF keeps getting stronger. Assets in U.S.-listed funds were $6.99 trillion at the end of October, up sharply from the end of 2020.

Oak Hill Advisors, one of the biggest players in alternative credit, oversaw $53 billion as of July 31.

As environmental, social and governance factors influence fund flows, an overlooked value play is emerging among fossil fuels and natural resources.

Having an open and honest talk with clients about faith could act as a gateway into a greater conversation about what they own and their financial plans.