Investment strategies

Assets under management for SMAs that invested in municipal bonds stood at $987 billion as of the first quarter, according to a JPMorgan Chase survey of 74 firms.

Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.

Though qualified small business stock comes with extremely significant tax benefits, many advisors aren't putting them to work on behalf of their clients.

Allocations remained steady in one while dropping significantly in the other last year, according to a new study by Advyzon.

The new regulations are the latest attempt to ensure investors can't flee the funds in a panic during economic downturns.

The giant asset manager and its rivals like Vanguard and Schwab are all benefiting from offering advisors funds bundled into ready-made strategies.

Boston Consulting Group offered financial advisors some business levers to consider in response to the worldwide impact of slumping stocks and bonds last year.

Analysts cited a slowdown in private equity firms being able to exit their investments, and said it's unlikely that transaction activity will recover in the second half.

Researchers found that relatively older mutual fund managers obtained half a percentage point higher annual returns than their relatively young counterparts.

Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year.

Among the respondents who work with financial planners, about 7 out of 10 said they have high hopes for 2023. For those without planners, the figure fell to 42%.

Investors poured $700 billion into passive CRE last year — a trend that may continue even if a recession hits this year.

Asset flows into the funds soared last year with the launch of the firm co-founded by Republican presidential candidate Vivek Ramaswamy.

The featured INVEST 2023 speaker breaks down the science behind our saving struggles and details the important role advisors play in bridging the gap with the next generation.

A year of cryptocurrency scandals has made advisors more skeptical about the volatile asset class, but the future of crypto is far from settled for investors and their financial advisors.

When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?

Series I bonds were such a good deal last year that one New York lawyer bought $20,000 worth of them. One year later, what, if anything, should he do?

If a client's time frame is zero to around 36 months, CDs and T-bills are attractive investments even without their current elevated returns.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

The expiration could be a minor footnote in history, or a pivotal moment for fund managers looking for a fresh edge in a cutthroat market.