Asset allocations

The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.

The dispute highlights how control over assets in increasingly popular DAFs can become contested — and what that could mean for advisors and their clients.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.

None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.

With more than $12 trillion in assets, the company led by CEO Salim Ramji is pressing its advantages of scale in a rapidly consolidating, commodified industry.

The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.

The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification that makes advice more valuable.

Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?

Once rare, the same kind of permissive terms that are widespread on leveraged loans are becoming increasingly common in the $1.7 trillion private credit market.

Fixed-income represented a surprising bright spot in 2025, despite the warnings of "bond vigilantes" and inflation pressure. Here's the outlook for 2026.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.

Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.

Two studies from Morningstar dive into the subtleties across the various categories of funds and the sources of the gap between actual and total investment returns.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.