Investment strategies

Even as crypto prices slide, a growing share of financial advisors are adding digital assets to client portfolios, with firm policies slowly catching up.

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

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers and those currently managing their own portfolios.

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.

Spot bitcoin ETFs simplify custody, but they cost clients a major tax advantage. Here is why direct ownership still wins for HNW and UHNW clients.

Starting in 2026, the starting age limit for those with significant disabilities to take advantage of these tax-advantaged savings accounts has been raised by 20 years.

It's no surprise that AI saw big gains, but some longstanding winners saw their fortune flag.

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.

The recent fall in the price of bitcoin and other cryptocurrencies is likely to blame, experts say, but don't expect that decrease to continue forever.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

FINRA identifies new ways firms and investors are using technology like AI to spot changes in market sentiment and asks the industry to chime in on how finfluencers and others are using social media.

An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from liability when they add tax preparation to their service offerings.

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.

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.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

Prediction markets like Kalshi and Polymarket, growing in popularity, allow users to essentially bet on nearly everything. If your clients have questions, here's what experts say you should tell them.

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.