Asset allocations

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.

Out of more than 2,000 moves reducing prices over nearly 50 years, the company says this round represents the largest in its history.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.

Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.