Investment strategies

As access to and interest in alternative investments grow, financial advisors could differentiate themselves by earning the CAIA mark.

Dutch pension fund PFZW has dropped a $17 billion mandate with BlackRock, citing concerns over climate risk and sustainable investing priorities.

Winning the Powerball jackpot may be unlikely, but clients experience unexpected windfalls every day.

Rare bottles can go for several times the original price, but time, due diligence and proper storage are required to maintain these special alternative investments.

Seventeen Democratic state officials urged major asset managers to prioritize long-term risks like climate change, rejecting Republican efforts to curb ESG investing.

Volatility, concerns over security and custody, and a lack of clear regulatory framework are the key barriers to adoption, according to Financial Planning's August Financial Advisor Confidence Outlook survey.

A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.

In an increasingly choppy sector, experts say investing with caution and an eye on diversification is key.

Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their opaque and illiquid nature makes them less than ideal for most 401(k) plan participants.

Bottles and casks from sought-after brands and years can be worth big money, but fraud and market bubbles can make for a highly volatile market.

In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.

Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how to communicate with them.

While the right limited production vehicle could go sell many millions at auction, the market remains volatile.

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

Experts say that while high dividends can be appealing on the surface, there are many other factors to consider when evaluating a stock.

Companies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem compelling on the surface, but advisors with experience with these strategies say they aren't right for everyone.

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

High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct indexing, but financial advisors say it isn't right for everyone.

Wall Street's latest tax-smart ETF is engineered to turn a publicly traded fund into a tax-minimizing machine.