Investment Strategies https://www.financial-planning.com/advisor-stream Investment Strategies en-US Tue, 21 Apr 2026 22:29:39 GMT 2026-04-21T22:29:39Z en-US <![CDATA[ SEC monitoring 'emerging pressures' in private credit space ]]> https://www.financial-planning.com/articles/sec-monitoring-emerging-pressures-in-private-credit-space Tue, 21 Apr 2026 22:29:39 GMT 0000019d-b223-df87-a9ff-b3a7680d0001 2026-04-21T22:29:39Z <![CDATA[ Locked into concentrated capital gains? Exchange funds could help ]]> https://www.financial-planning.com/news/exchange-funds-could-help-with-concentrated-capital-gains Thu, 09 Apr 2026 18:52:49 GMT 0000019d-7390-de08-adff-f7b41d5e0000 Tobias Salinger 2026-04-09T18:52:49Z <![CDATA[ PIMCO, Capital Group, Causeway top Morningstar manager awards ]]> https://www.financial-planning.com/news/pimco-capital-group-causeway-top-morningstar-awards Wed, 08 Apr 2026 14:00:00 GMT 0000019d-69e5-d55f-a3bf-7dfffeda0001 Tobias Salinger 2026-04-08T14:00:00Z <![CDATA[ Private market investments have gone mainstream. Now what? ]]> https://www.financial-planning.com/opinion/private-markets-have-gone-mainstream-now-what Wed, 08 Apr 2026 12:00:00 GMT 0000019d-2bef-d84b-a9df-fbef707a0001 Peter Epstein 2026-04-08T12:00:00Z <![CDATA[ For rare book collectors, passion matters more than profit ]]> https://www.financial-planning.com/news/first-editions-offer-a-different-book-of-business-for-advisors Mon, 30 Mar 2026 15:38:24 GMT 0000019d-0d05-df02-a1bd-2fbdc8200001 Rob Burgess 2026-03-30T15:38:24Z <![CDATA[ Should advisors be rethinking gold as a hedge? ]]> https://www.financial-planning.com/news/should-advisors-be-rethinking-gold-as-a-hedge Fri, 27 Mar 2026 20:24:41 GMT 0000019d-30ea-d53d-a5df-7ceb26a90000 Rob Burgess 2026-03-27T20:24:41Z <![CDATA[ Trapped in private credit, investors wait to pull out $5B ]]> https://www.financial-planning.com/articles/trapped-in-private-credit-investors-wait-to-pull-out-5b Thu, 26 Mar 2026 22:16:32 GMT 0000019d-2c20-d3af-a3ff-ffede9f40000 2026-03-26T22:16:32Z <![CDATA[ How advisors can help women clients build confidence ]]> https://www.financial-planning.com/news/how-advisors-can-help-women-clients-build-confidence Fri, 20 Mar 2026 20:20:58 GMT 0000019d-0ce2-d3af-a3ff-dfefc6520001 Rob Burgess 2026-03-20T20:20:58Z <![CDATA[ How to bust myths about private investments, per Morningstar ]]> https://www.financial-planning.com/news/how-to-bust-myths-about-private-investments-per-morningstar Tue, 10 Mar 2026 20:06:40 GMT 0000019c-d955-d0e6-a1bc-d9df1bd40000 Tobias Salinger 2026-03-10T20:06:40Z <![CDATA[ PE deals topped $1T. So why are returns and liquidity under pressure? ]]> https://www.financial-planning.com/news/pe-deals-topped-1t-why-returns-and-liquidity-are-pressured Wed, 04 Mar 2026 21:25:09 GMT 0000019c-bab6-de86-a9bf-fbbfb92c0001 Tobias Salinger 2026-03-04T21:25:09Z <![CDATA[ Donor-advised fund lawsuit pits successor advisor against sponsor ]]> https://www.financial-planning.com/news/donor-advised-fund-lawsuit-pits-advisor-against-sponsor Tue, 03 Mar 2026 20:41:29 GMT 0000019c-b569-de86-a9bf-f77f45c60001 Tobias Salinger 2026-03-03T20:41:29Z <![CDATA[ If AI is a bubble, how can advisors prepare? ]]> https://www.financial-planning.com/news/if-ai-is-a-bubble-how-can-advisors-prepare Mon, 02 Mar 2026 15:21:19 GMT 0000019c-af17-ddf5-a19f-ef9f89cc0001 Rob Burgess 2026-03-02T15:21:19Z <![CDATA[ Private markets in 401(k)s face major liquidity challenges: Morningstar ]]> https://www.financial-planning.com/news/private-markets-in-401ks-face-major-liquidity-challenges-morningstar Fri, 27 Feb 2026 20:53:10 GMT 0000019c-a0d9-d41a-a99c-abdd041e0001 Elijah Nicholson-Messmer 2026-02-27T20:53:10Z <![CDATA[ Private credit fears deepen with UBS warning of 15% defaults ]]> https://www.financial-planning.com/articles/private-credit-fears-deepen-with-ubs-warning-of-15-defaults Wed, 25 Feb 2026 18:20:19 GMT 0000019c-95f6-d228-a79e-9ff73de60001 2026-02-25T18:20:19Z <![CDATA[ What the SCOTUS Trump tariff decision means for portfolios ]]> https://www.financial-planning.com/news/what-the-scotus-trump-tariff-decision-means-for-portfolios Fri, 20 Feb 2026 23:03:28 GMT 0000019c-7d3a-d09f-a79f-fdffceb50001 Rob Burgess 2026-02-20T23:03:28Z <![CDATA[ With advisors' help, investors piled into private markets in 2025 ]]> https://www.financial-planning.com/news/with-advisors-help-investors-piled-into-private-markets-in-2025 Thu, 19 Feb 2026 23:07:14 GMT 0000019c-7819-d09f-a79f-f8dd55a60001 Dan Shaw 2026-02-19T23:07:14Z <![CDATA[ Betterment's next-gen challenge to 'grandparent' RIA custodians ]]> https://www.financial-planning.com/news/betterments-next-gen-challenge-to-grandparent-ria-custodians Wed, 18 Feb 2026 21:45:38 GMT 0000019c-72b0-d10c-adde-73f425230001 Dan Shaw 2026-02-18T21:45:38Z <![CDATA[ Investing in the family franchise: Junior Bridgeman's legendary lessons ]]> https://www.financial-planning.com/news/junior-bridgeman-and-his-familys-generational-wealth Wed, 18 Feb 2026 15:00:00 GMT 0000019c-5791-d669-ad9e-d79bcfaa0000 Tobias Salinger 2026-02-18T15:00:00Z <![CDATA[ Inside a tax-smart borrowing tool for risk-tolerant clients ]]> https://www.financial-planning.com/news/inside-a-tax-smart-borrowing-tool-for-risk-tolerant-clients Tue, 17 Feb 2026 19:50:43 GMT 0000019c-6d20-da31-a5fc-ed37408a0001 Tobias Salinger 2026-02-17T19:50:43Z <![CDATA[ Record scratch? Advisors on investing in vintage vinyl ]]> https://www.financial-planning.com/news/financial-advisors-on-vinyl-record-collections-as-investments Fri, 13 Feb 2026 15:07:34 GMT 0000019b-37de-d355-a1ff-3fff8e060001 Rob Burgess 2026-02-13T15:07:34Z <![CDATA[ Head of PNC wealth unit lays out plans to add hundreds of advisors ]]> https://www.financial-planning.com/news/head-of-pnc-wealth-unit-lays-out-plans-to-hire-hundreds-of-advisors Thu, 12 Feb 2026 23:13:34 GMT 0000019c-5418-d922-ad9e-f75daa1b0001 Dan Shaw 2026-02-12T23:13:34Z <![CDATA[ 3 issues shaping the future of retirement planning: Morningstar ]]> https://www.financial-planning.com/news/morningstar-3-issues-shaping-retirement-planning Thu, 12 Feb 2026 13:00:00 GMT 0000019c-4eaf-d1f4-a3bf-eeff799f0001 Elijah Nicholson-Messmer 2026-02-12T13:00:00Z <![CDATA[ How taxes can dim the shine of gold and silver investments ]]> https://www.financial-planning.com/news/how-taxes-can-dim-the-shine-of-gold-and-silver-investments Wed, 11 Feb 2026 20:56:25 GMT 0000019c-4e75-d922-ad9e-ff7d03330001 Tobias Salinger 2026-02-11T20:56:25Z <![CDATA[ Foreign equities top advisors' list for increased allocations ]]> https://www.financial-planning.com/news/foreign-equities-top-advisors-list-for-increased-allocations Tue, 10 Feb 2026 21:57:18 GMT 0000019c-4982-d922-ad9e-ffcf723d0001 Rob Burgess 2026-02-10T21:57:18Z <![CDATA[ Private markets face a tense moment with retail push on the line ]]> https://www.financial-planning.com/articles/private-markets-face-a-tense-moment-with-retail-push-on-the-line Fri, 06 Feb 2026 20:41:13 GMT 0000019c-349e-d301-a1df-34be16390001 2026-02-06T20:41:13Z <![CDATA[ 'Cash sweeps' lawsuits stumble with dismissal of U.S. Bank case ]]> https://www.financial-planning.com/news/cash-sweeps-lawsuits-stumble-with-dismissal-of-u-s-bank-case Thu, 05 Feb 2026 15:27:30 GMT 0000019c-2e63-d7a3-a5fe-2f7fe0870001 Dan Shaw 2026-02-05T15:27:30Z <![CDATA[ Mutual funds are 25% unrealized capital gains, study suggests ]]> https://www.financial-planning.com/news/mutual-fund-study-examines-capital-gains-taxes Wed, 04 Feb 2026 20:59:49 GMT 0000019c-2a58-de4a-addf-3bfbd7bd0001 Tobias Salinger 2026-02-04T20:59:49Z <![CDATA[ AI leads family office investment themes, JPMorgan says ]]> https://www.financial-planning.com/articles/ai-leads-family-office-investment-themes-jpmorgan-says Tue, 03 Feb 2026 14:49:00 GMT 0000019c-23d7-d780-a1ff-2bdf2ea60001 2026-02-03T14:49:00Z <![CDATA[ Vanguard cuts fees on dozens more funds for savings of nearly $600M ]]> https://www.financial-planning.com/news/vanguard-cuts-costs-on-84-mutual-funds-and-etfs Mon, 02 Feb 2026 14:00:00 GMT 0000019c-1057-de73-a59c-91d74ec10001 Tobias Salinger 2026-02-02T14:00:00Z <![CDATA[ Clients are bracing for a crash. Here's how to keep them invested ]]> https://www.financial-planning.com/opinion/advice-for-jittery-clients-amid-a-late-stage-bull-market Thu, 29 Jan 2026 13:00:00 GMT 0000019c-0116-d597-a3de-257eaf4b0001 Guy Baker 2026-01-29T13:00:00Z <![CDATA[ Investing in alts through a self-directed IRA? Read this first ]]> https://www.financial-planning.com/news/self-directed-iras-carry-tax-complexities Wed, 28 Jan 2026 20:59:35 GMT 0000019c-0662-d535-a7bc-b77ee6e90001 Tobias Salinger 2026-01-28T20:59:35Z <![CDATA[ To boost awareness of its retail bank, Morgan Stanley turns to E-Trade ]]> https://www.financial-planning.com/news/morgan-stanley-touts-retail-banking-in-new-e-trade-ad Mon, 26 Jan 2026 22:13:35 GMT 0000019b-fc44-dfe1-afff-fee68bac0001 Dan Shaw 2026-01-26T22:13:35Z <![CDATA[ Why fixed-income ETFs are exploding in popularity ]]> https://www.financial-planning.com/news/cerulli-fixed-income-etfs-gain-favor-with-financial-advisors Thu, 22 Jan 2026 22:03:42 GMT 0000019b-e7a5-d06c-a7bf-efbd3af70001 Elijah Nicholson-Messmer 2026-01-22T22:03:42Z <![CDATA[ Stock and bond fund success? Fees are No. 1 ]]> https://www.financial-planning.com/news/morningstar-research-examines-stock-and-bond-fund-fees Thu, 22 Jan 2026 20:40:22 GMT 0000019b-e769-d06c-a7bf-effd293e0001 Tobias Salinger 2026-01-22T20:40:22Z <![CDATA[ Amid crypto downturn, advisor allocations are on the rise ]]> https://www.financial-planning.com/news/bitcoin-and-crypto-allocations-rise-among-financial-advisors Wed, 21 Jan 2026 22:05:28 GMT 0000019b-e289-d044-a1bb-ebefb5900001 Elijah Nicholson-Messmer 2026-01-21T22:05:28Z <![CDATA[ It's a wrap: Explaining ETF share classes to clients ]]> https://www.financial-planning.com/opinion/how-to-answer-client-questions-about-etf-share-classes Wed, 21 Jan 2026 13:00:00 GMT 0000019b-d717-d88f-a1fb-f7d74c040001 Kip Meadows 2026-01-21T13:00:00Z <![CDATA[ Can managed accounts outperform their own fees? ]]> https://www.financial-planning.com/news/morningstar-managed-accounts-boost-retirement-outcomes Tue, 20 Jan 2026 21:17:59 GMT 0000019b-dd37-d044-a1bb-fd7fead40001 Elijah Nicholson-Messmer 2026-01-20T21:17:59Z <![CDATA[ How dual share classes could reshape the future of ETFs ]]> https://www.financial-planning.com/news/the-future-of-dual-etf-share-classes-after-sec-approvals Thu, 15 Jan 2026 22:29:23 GMT 0000019b-c3c2-d754-ad9f-dfdee8bd0001 Tobias Salinger 2026-01-15T22:29:23Z <![CDATA[ Private credit drops safeguard to win deals on Wall Street terms ]]> https://www.financial-planning.com/articles/how-private-credit-uses-covenant-lite-borrowing-debt Thu, 15 Jan 2026 17:03:13 GMT 0000019b-c28f-db9b-a39b-cfff91a10001 2026-01-15T17:03:13Z <![CDATA[ The hidden tax costs of spot bitcoin ETFs ]]> https://www.financial-planning.com/news/how-spot-bitcoin-etfs-miss-out-on-major-tax-alpha Wed, 07 Jan 2026 21:23:05 GMT 0000019b-9a45-da9d-ad9f-ff57c5bf0000 Elijah Nicholson-Messmer 2026-01-07T21:23:05Z <![CDATA[ ABLE accounts get huge expansion in 2026 — what advisors should know ]]> https://www.financial-planning.com/news/able-eligibility-expands-in-2026-for-clients-with-disabilities Fri, 02 Jan 2026 23:22:59 GMT 0000019b-80c9-d991-afff-a5cf18fc0000 Rob Burgess 2026-01-02T23:22:59Z <![CDATA[ These stocks are the biggest winners and losers in 2025 ]]> https://www.financial-planning.com/articles/best-and-worst-stocks-of-2025 Wed, 31 Dec 2025 16:41:56 GMT 0000019b-753e-d88c-af9f-ffbfab8e0001 2025-12-31T16:41:56Z <![CDATA[ Bonds defied the risk signs in 2025. What's the outlook for 2026? ]]> https://www.financial-planning.com/news/bond-investments-reap-gains-in-2025-despite-risks Tue, 30 Dec 2025 20:11:42 GMT 0000019b-70d6-dbde-a5fb-f6f60fa30001 Tobias Salinger 2025-12-30T20:11:42Z <![CDATA[ Five investment trends that helped shape 2025 ]]> https://www.financial-planning.com/list/investment-trends-that-helped-shape-2025 Tue, 23 Dec 2025 14:00:00 GMT 0000019b-3206-db1b-a19f-ff3f87f60000 Rob Burgess 2025-12-23T14:00:00Z <![CDATA[ Crypto caution: Advisors pulling back as bitcoin whipsaws ]]> https://www.financial-planning.com/news/more-advisors-decreasing-client-digital-asset-allocations Fri, 19 Dec 2025 21:04:31 GMT 0000019b-385d-df6d-a9fb-387fb3190001 Rob Burgess 2025-12-19T21:04:31Z <![CDATA[ How asset location fuels financial advisors' value to clients ]]> https://www.financial-planning.com/news/how-asset-location-fuels-financial-advisors-value-to-clients Thu, 18 Dec 2025 20:37:21 GMT 0000019b-3323-dbde-a5fb-f763f94f0001 Tobias Salinger 2025-12-18T20:37:21Z <![CDATA[ FINRA: Investors often go online for advice, not all of it bad ]]> https://www.financial-planning.com/news/finra-finds-appetite-strong-for-online-investing-advice Wed, 17 Dec 2025 22:04:01 GMT 0000019b-2e4b-da9d-ad9f-ef5ba2090001 Dan Shaw 2025-12-17T22:04:01Z <![CDATA[ Expanding into tax prep? Be aware of these risks ]]> https://www.financial-planning.com/news/the-risks-advisory-firms-run-when-taking-on-tax-prep Tue, 16 Dec 2025 21:57:25 GMT 0000019b-2918-d781-abfb-ad3db0520000 Dan Shaw 2025-12-16T21:57:25Z <![CDATA[ 10 experts predict what's next for investing in 2026 ]]> https://www.financial-planning.com/list/10-experts-predict-whats-next-for-investing-in-2026 Tue, 16 Dec 2025 21:30:00 GMT 0000019b-0f6d-d966-a9fb-1f6d84680001 Rob Burgess 2025-12-16T21:30:00Z <![CDATA[ How to unbox tax savings with a four-sided options strategy ]]> https://www.financial-planning.com/news/the-basics-of-box-spread-options-investing Mon, 15 Dec 2025 20:53:36 GMT 0000019b-23c6-d355-a1ff-2ff76e5e0001 Tobias Salinger 2025-12-15T20:53:36Z <![CDATA[ Could rescheduling make marijuana investments viable? ]]> https://www.financial-planning.com/news/could-rescheduling-make-marijuana-investments-viable Mon, 15 Dec 2025 20:44:54 GMT 0000019b-23a5-df6d-a9fb-23a7fe980001 Rob Burgess 2025-12-15T20:44:54Z <![CDATA[ Tax breaks 'more certain than future returns' for 529 plans, Morningstar says ]]> https://www.financial-planning.com/news/morningstar-rates-529-savings-plans Mon, 08 Dec 2025 21:44:26 GMT 0000019a-ffe6-dd3a-a5da-ffff89f40001 Tobias Salinger 2025-12-08T21:44:26Z <![CDATA[ Don't think your clients use prediction markets? Don't bet on it ]]> https://www.financial-planning.com/news/what-advisors-should-know-about-prediction-markets Fri, 05 Dec 2025 21:03:18 GMT 0000019a-f04a-d593-a99f-f94e3a420000 Rob Burgess 2025-12-05T21:03:18Z <![CDATA[ 10 best and worst small-cap ETFs of the past year ]]> https://www.financial-planning.com/list/10-best-and-worst-small-cap-etfs-of-the-past-year Thu, 04 Dec 2025 21:59:49 GMT 0000019a-eb28-d593-a99f-fb2e69700001 Rob Burgess 2025-12-04T21:59:49Z <![CDATA[ 5 retirement planning strategies for 2026 ]]> https://www.financial-planning.com/list/026-retirement-planning-5-key-strategies Wed, 03 Dec 2025 21:44:22 GMT 0000019a-e619-d593-a99f-ff1f3ddd0001 Elijah Nicholson-Messmer 2025-12-03T21:44:22Z <![CDATA[ Do 'modest' private market returns justify the added complexity? ]]> https://www.financial-planning.com/news/morningstar-private-allocations-offers-modest-401k-returns-bump Tue, 02 Dec 2025 19:24:47 GMT 0000019a-e062-d27f-adfb-ee777e530001 Elijah Nicholson-Messmer 2025-12-02T19:24:47Z <![CDATA[ Vanguard will now allow crypto ETFs on its platform ]]> https://www.financial-planning.com/articles/vanguard-will-now-allow-crypto-etfs-on-its-platform Tue, 02 Dec 2025 16:05:52 GMT 0000019a-dfac-da4a-a1da-dfadb0f90001 2025-12-02T16:05:52Z <![CDATA[ Goldman Sachs to pay $2B for ETF issuer Innovator Capital ]]> https://www.financial-planning.com/articles/goldman-sachs-buying-etf-innovator-for-2b Goldman will acquire next year, was a pioneer with ETFs that hedge risk by offsetting investors' exposure to equity losses by also capping their ability to realize gains. ]]> Mon, 01 Dec 2025 16:02:40 GMT 0000019a-da85-d888-affa-daa7960c0001 2025-12-01T16:02:40Z <![CDATA[ Cryptocurrency's wild ride in 2025 ]]> https://www.financial-planning.com/list/cryptocurrencys-wild-ride-in-2025 Mon, 01 Dec 2025 15:22:55 GMT 0000019a-a8e0-da4a-a1da-ece1583a0001 Rob Burgess 2025-12-01T15:22:55Z <![CDATA[ Model portfolios and other ways to devote more time to clients ]]> https://www.financial-planning.com/news/model-portfolios-are-just-one-way-advisors-save-time Mon, 24 Nov 2025 20:40:24 GMT 0000019a-b76e-d115-a19a-bfef61fd0001 Dan Shaw 2025-11-24T20:40:24Z <![CDATA[ Finance billionaires warn of rising private credit risks ]]> https://www.financial-planning.com/articles/billionaires-warn-of-private-credit-risks Fri, 21 Nov 2025 16:06:08 GMT 0000019a-a718-d07d-a1fa-ef988d0c0001 2025-11-21T16:06:08Z <![CDATA[ 10 best-, worst-performing international equity funds of past 3 years ]]> https://www.financial-planning.com/list/10-best-and-worst-international-equity-funds Thu, 20 Nov 2025 21:31:35 GMT 0000019a-a308-da4a-a1da-e72964800001 Rob Burgess 2025-11-20T21:31:35Z <![CDATA[ Morgan Stanley's complex bitcoin bet draws $104M during rout ]]> https://www.financial-planning.com/articles/morgan-stanleys-bitcoin-product-draws-104-million Wed, 19 Nov 2025 16:59:41 GMT 0000019a-9cf3-da4a-a1da-dcf38afd0001 2025-11-19T16:59:41Z <![CDATA[ High valuations fuel demand for a once-niche hedging strategy ]]> https://www.financial-planning.com/news/niche-hedging-strategy-demand-rises-as-equity-values-climb Tue, 18 Nov 2025 20:52:19 GMT 0000019a-9888-dbfc-ab9a-9bb817710001 Elijah Nicholson-Messmer 2025-11-18T20:52:19Z <![CDATA[ What assets are wealth managers picking up versus dumping? ]]> https://www.financial-planning.com/news/exclusive-research-foreign-equities-are-top-advisory-asset Mon, 17 Nov 2025 21:50:49 GMT 0000019a-9240-d06c-a39f-977f3d8f0000 Frank Gargano 2025-11-17T21:50:49Z <![CDATA[ Should advisors let rare coins jingle in client portfolios? ]]> https://www.financial-planning.com/news/should-advisors-let-rare-coins-jingle-in-client-portfolios Mon, 17 Nov 2025 21:34:15 GMT 0000019a-939b-d06c-a39f-97ffe7480000 Rob Burgess 2025-11-17T21:34:15Z <![CDATA[ Amid alts push, Morgan Stanley starts research product for private firms ]]> https://www.financial-planning.com/articles/morgan-stanley-launches-research-product-for-private-firms Tue, 11 Nov 2025 16:38:33 GMT 0000019a-738f-d839-a79e-ffcfd0800001 2025-11-11T16:38:33Z <![CDATA[ If steam goes out of stocks, can private markets fuel portfolios? ]]> https://www.financial-planning.com/news/if-stocks-slow-can-private-markets-bail-out-portfolios Fri, 07 Nov 2025 14:00:00 GMT 0000019a-5534-dba2-affb-77f6c6c90000 Dan Shaw 2025-11-07T14:00:00Z <![CDATA[ JPMorgan's billionaire clients want sports teams over fine art ]]> https://www.financial-planning.com/articles/jpmorgan-billionaire-clients-want-sports-teams-over-fine-art Thu, 06 Nov 2025 22:27:31 GMT 0000019a-5b16-dba2-affb-7bf6013e0000 2025-11-06T22:27:31Z <![CDATA[ Schwab to buy private firm marketplace Forge for $660M ]]> https://www.financial-planning.com/articles/schwab-to-buy-forge-for-660m Thu, 06 Nov 2025 14:07:02 GMT 0000019a-5967-da60-adbb-db7f7f370001 2025-11-06T14:07:02Z <![CDATA[ The risks behind retail investors' fervor for private markets ]]> https://www.financial-planning.com/news/risks-of-retail-investment-in-private-markets Wed, 05 Nov 2025 22:36:02 GMT 0000019a-5624-d839-a79e-ffe6d7630001 Tobias Salinger 2025-11-05T22:36:02Z <![CDATA[ Green investors get big returns as market powers past Trump's attacks ]]> https://www.financial-planning.com/articles/esg-investors-enjoy-big-returns-despite-trump-attacks Mon, 03 Nov 2025 17:36:09 GMT 0000019a-4a55-d279-a5be-4fdf757f0001 2025-11-03T17:36:09Z <![CDATA[ Why the AI bull market is raising diversification red flags ]]> https://www.financial-planning.com/news/ai-investment-risks-beg-for-diversification Wed, 29 Oct 2025 21:10:52 GMT 0000019a-31c8-dc95-abff-71cc047c0001 Tobias Salinger 2025-10-29T21:10:52Z <![CDATA[ AI can whip up a financial plan in seconds. But can advisors trust it? ]]> https://www.financial-planning.com/news/oasis-ceo-uses-ai-to-create-financial-plans-stock-analyses Wed, 29 Oct 2025 16:57:18 GMT 0000019a-30e0-dc95-abff-70ec95080001 Dan Shaw 2025-10-29T16:57:18Z <![CDATA[ Crypto in portfolios is here to stay — but not as a side bet ]]> https://www.financial-planning.com/opinion/how-to-manage-digital-asset-risk-in-client-portfolios Wed, 29 Oct 2025 13:00:00 GMT 0000019a-2fb4-dc95-abff-7fbc17b00000 Max Gokhman 2025-10-29T13:00:00Z <![CDATA[ The 10 best and worst health care funds of the past year ]]> https://www.financial-planning.com/list/the-10-best-and-worst-health-care-funds-of-the-past-year Wed, 22 Oct 2025 21:14:13 GMT 0000019a-0da8-dc9e-abfb-5da893dd0000 Rob Burgess 2025-10-22T21:14:13Z <![CDATA[ As gold smashes records, more advisors adjust allocations ]]> https://www.financial-planning.com/news/how-advisors-are-adjusting-gold-allocations Fri, 17 Oct 2025 20:50:28 GMT 00000199-f3e4-dc6e-afbb-fff6a00e0000 Rob Burgess 2025-10-17T20:50:28Z <![CDATA[ ETF inflows top $500B in first half of 2025 as advisors fuel boom ]]> https://www.financial-planning.com/news/why-advisors-are-increasing-etf-allocations Thu, 16 Oct 2025 21:01:49 GMT 00000199-eecc-dca1-a1bd-fedc92ab0001 Rob Burgess 2025-10-16T21:01:49Z <![CDATA[ Merrill, BofA Private Bank ride lending, alts to revenue record ]]> https://www.financial-planning.com/news/merrill-bofa-private-bank-lean-on-lending-for-revenue-high Wed, 15 Oct 2025 20:15:52 GMT 00000199-e97e-de61-a1ff-fbfff6110000 Dan Shaw 2025-10-15T20:15:52Z <![CDATA[ Morgan Stanley hits profits goal, marches toward $10T in assets ]]> https://www.financial-planning.com/news/morgan-stanley-hits-long-held-profitability-goal Wed, 15 Oct 2025 18:21:46 GMT 00000199-e916-d593-adbf-eff7bd330000 Dan Shaw 2025-10-15T18:21:46Z <![CDATA[ Most advisors see AI in investing as a risk ]]> https://www.financial-planning.com/news/most-advisors-see-ai-in-investment-decisions-as-a-risk Tue, 14 Oct 2025 21:36:09 GMT 00000199-e498-dc6e-afbb-ef9e319c0001 Rob Burgess 2025-10-14T21:36:09Z <![CDATA[ Returns on comic books rarely go up, up and away ]]> https://www.financial-planning.com/news/comic-books-as-investment-vehicles Wed, 08 Oct 2025 22:36:49 GMT 00000199-c5e5-df45-a3df-c7efb8760001 Rob Burgess 2025-10-08T22:36:49Z <![CDATA[ How in-house tax expertise boosts firms like Morgan Stanley, JPMorgan ]]> https://www.financial-planning.com/news/morgan-stanley-jpmorgan-turn-to-tax-expertise-to-stand-out JPMorgan's of 55ip, big firms are increasingly able to answer high net worth clients' tax questions without having to send them to outside professionals. ]]> Wed, 08 Oct 2025 20:52:44 GMT 00000199-c572-d9fc-afdd-d5ff5df40001 Dan Shaw 2025-10-08T20:52:44Z <![CDATA[ Vanguard rivals finally get hands on its tax-busting fund design ]]> https://www.financial-planning.com/articles/vanguard-to-lose-competitive-edge-on-dual-share-class-structure Fri, 03 Oct 2025 20:29:37 GMT 00000199-ab9b-ddd7-a5fb-ef9bd2140001 2025-10-03T20:29:37Z <![CDATA[ UBS wealth executive: New clients will drive ESG revival ]]> https://www.financial-planning.com/articles/ubs-wealth-exec-sees-new-clients-behind-esg-revival Thu, 02 Oct 2025 16:00:09 GMT 00000199-a592-ddd7-a5fb-ed9334990001 2025-10-02T16:00:09Z <![CDATA[ Passion in the portfolio: Luxury collectibles as alternative assets ]]> https://www.financial-planning.com/list/collectibles-offer-accessible-alternative-investments Thu, 02 Oct 2025 15:52:32 GMT 00000199-15cf-d7f9-ab9f-3fefe3c80001 Rob Burgess 2025-10-02T15:52:32Z <![CDATA[ SEC set to allow Dimensional to offer dual share class funds ]]> https://www.financial-planning.com/articles/sec-set-to-allow-dimensional-to-offer-dual-share-class-funds Tue, 30 Sep 2025 15:04:23 GMT 00000199-9b0c-d21c-abbd-dfbcf8a60000 2025-09-30T15:04:23Z <![CDATA[ The 10 best and worst real estate funds of the past 3 years ]]> https://www.financial-planning.com/list/10-best-and-worst-real-estate-funds-of-the-past-three-years Fri, 26 Sep 2025 18:58:01 GMT 00000199-8729-d5d8-adbd-877f71b70000 Rob Burgess 2025-09-26T18:58:01Z <![CDATA[ With $7.7T in money markets, advisors confront client cash hoarding ]]> https://www.financial-planning.com/news/advisors-confront-clients-hoarding-cash-in-money-markets Fri, 26 Sep 2025 15:00:38 GMT 00000199-867c-d5d8-adbd-877f71c10000 Dan Shaw 2025-09-26T15:00:38Z <![CDATA[ Half of advisors hold crypto; client exposure remains low ]]> https://www.financial-planning.com/news/few-clients-hold-cryptocurrency-advisors-say Wed, 24 Sep 2025 22:16:02 GMT 00000199-7dbc-d21c-abbd-7fbc0b6e0000 Rob Burgess 2025-09-24T22:16:02Z <![CDATA[ Merrill, JPMorgan pursue UHNW clients with jet services, custom lending ]]> https://www.financial-planning.com/news/merrill-jpmorgan-make-new-bids-for-wealthy-clients Tue, 23 Sep 2025 22:25:39 GMT 00000199-78a1-d75f-a19b-f8bfcbb90001 Dan Shaw 2025-09-23T22:25:39Z <![CDATA[ Morgan Stanley taps partner to offer crypto to E-Trade clients ]]> https://www.financial-planning.com/articles/morgan-stanley-to-allow-crypto-trading-through-e-trade Tue, 23 Sep 2025 16:38:02 GMT 00000199-7765-d55d-abbf-7ffd2ef60001 2025-09-23T16:38:02Z <![CDATA[ Collectible cards are hot, but are they good investments? ]]> https://www.financial-planning.com/news/are-collectible-cards-good-investments Mon, 22 Sep 2025 18:12:44 GMT 00000199-7298-d1ee-a3df-f29d53eb0000 Rob Burgess 2025-09-22T18:12:44Z <![CDATA[ Where advisors are changing allocations as rate cuts pick up steam ]]> https://www.financial-planning.com/news/fed-rate-cuts-set-off-portfolio-allocation-reviews Mon, 22 Sep 2025 11:00:00 GMT 00000199-6303-d1ee-a3df-e38760590001 Rob Burgess 2025-09-22T11:00:00Z <![CDATA[ Inside 2 investment concepts that aren't as simple as some may think ]]> https://www.financial-planning.com/news/morningstar-studies-examine-active-vs-passive-investing Thu, 18 Sep 2025 20:32:31 GMT 00000199-5e7f-deff-abff-5f7fc1310001 Tobias Salinger 2025-09-18T20:32:31Z <![CDATA[ NASAA's new REIT rules and what financial advisors need to know ]]> https://www.financial-planning.com/news/what-nasaas-new-non-traded-reits-rules-mean-for-advisors Thu, 18 Sep 2025 13:29:52 GMT 00000199-5cde-d9be-a9b9-5dde3f0b0001 Dan Shaw 2025-09-18T13:29:52Z <![CDATA[ Market highs can scare clients into exits; here's how to calm their fears ]]> https://www.financial-planning.com/news/advisors-guide-to-managing-client-pessimism-in-bull-market Mon, 15 Sep 2025 21:18:31 GMT 00000199-4f0e-d65d-a3bd-df7f80a60001 Elijah Nicholson-Messmer 2025-09-15T21:18:31Z <![CDATA[ Can active management beat the market? Plan sponsors think so ]]> https://www.financial-planning.com/news/blackrock-plan-sponsors-say-active-funds-can-beat-market Fri, 12 Sep 2025 19:58:37 GMT 00000199-3f73-dd90-a5b9-3ffb93190001 Elijah Nicholson-Messmer 2025-09-12T19:58:37Z <![CDATA[ The stock allocation retirees don't want (but need) ]]> https://www.financial-planning.com/news/how-extra-stock-exposure-helps-older-americans-in-retirement Fri, 12 Sep 2025 14:05:39 GMT 00000199-3548-d429-a9b9-bd4e3ef60001 Elijah Nicholson-Messmer 2025-09-12T14:05:39Z <![CDATA[ 5 tax challenges that beg for better tools for financial advisors ]]> https://www.financial-planning.com/list/5-tax-planning-challenges-facing-financial-advisors Mon, 08 Sep 2025 19:32:58 GMT 00000199-2ac9-d21b-a3dd-fff9bdf10001 Tobias Salinger 2025-09-08T19:32:58Z