ETFs

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

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

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

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.

Funds in areas including bitcoin, technology and clean energy were especially successful.

In December, the BlackRock Investment Institute stated that giving bitcoin a 1% to 2% weighting would produce a similar share of profile risk as the so-called Magnificent Seven technology stocks in a standard 60/40 portfolio.

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.

High-yield cash opportunities, alternative investments, ETFs and short term bonds received renewed interest.

The iShares Bitcoin Trust (ticker IBIT) smashed industry records in its launch year of 2024.

Whether for portfolio diversification or hedging against inflation, investors are set to take this precious metal to even greater heights in the new year.