ETFs

Fixed-income ETFs are rapidly gaining popularity among advisors, driven by growing familiarity, diverse offerings and strong asset flows, new Cerulli research shows.

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

As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the IRS.

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

Even as markets sometimes touched all-time highs, there was a general feeling of uncertainty among advisors and clients. Experts say that's why several tried-and-true strategies became more attractive this year.

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.

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

President Donald Trump is reportedly considering moving cannabis from a Schedule I to Schedule III substance. Experts say this could go a long way toward establishing the industry's legitimacy.

Current market conditions and declining interest rates make small-cap ETFs an attractive option for diversification, but choosing the right one requires a hard look at the details.

Funds that primarily hold select cryptocurrencies, including bitcoin, ether, XRP and solana will be allowed.

Innovator Capital Management, which 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.

After the newly crypto-friendly Donald Trump won reelection, bitcoin jumped over $100,000. Many advisors and even more clients remain skeptical, though.

Falling client risk tolerance and domestic turmoil may mean that these international equity funds could be more attractive to investors looking for diversification.

Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.

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

Advisors cited better liquidity, lower expenses and higher tax efficiency as among the reasons they like ETFs, the market for which has topped $11 trillion.

The model they want to follow creates an exchange-traded fund as one of the share classes of a mutual fund, a move that ports the famous tax efficiency of the younger structure to the older vehicle.

Regulatory approval would be a big win for asset managers seeking to shrink clients' tax bills and expand into the $12.6 trillion ETF industry.

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.