Investment strategies

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.

The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?

The ETF and mutual fund pie will change by early next year, but Cerulli finds ample additional slices that alter the larger picture.

Once considered key drivers of the boom in ESG investing, millennial and Gen Z investors no longer seem so supportive now that the economy is experiencing more turbulence, a new study finds.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

Bond values are plummeting right now. But in the longer run, these 20 funds show why it pays to invest in fixed income.

Preparation, acceptance and a generous dose of patience will be required to help investors weather a forecast that includes prolonged high-interest rates.

The two strategies can complement each other, but success depends on starting out with a clear vision.

Touted as crypto's big breakthrough on Wall Street, the imminent arrival of Bitcoin ETFs may open digital-currency investing to the institutional and retail masses.

Index funds are broad and unwieldy, but what they lack in speed they make up for in reliability. Here are the top 20 of 2013 to 2023.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

The latest data shows inflation is continuing to cool. Which investments could benefit from the slowdown, and which ones could get burned?

Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement.

With interest rates likely to level off, wealth managers who leave their clients in cash could miss out substantial long-term gains.

Shorts and inverse funds dominate Morningstar's bottom 10, taking the successes of the past decade and putting them in reverse.

Collective investment trusts, also known as collective investment funds, carry advantages that come with certain caveats and restrictions, according to experts.

The stock market's largest companies have the best chance of weathering the Fed's rate hikes, BlackRock's strategists believe.