Investment strategies

With deals like Cetera's purchase of Avantax, Morgan Stanley's of Parametric and JPMorgan's of 55ip, big firms are increasingly able to answer high net worth clients' tax questions without having to send them to outside professionals.

The model they want to follow creates an exchange-traded fund as one of the share classes of a mutual fund, a move that ports the famous tax efficiency of the younger structure to the older vehicle.

Despite pushback in U.S., investing to promote environmental, social and governance causes remains popular among young and women investors, says UBS co-head of global investment management.

Wine, whiskey, cars, handbags, guitars and watches are loved by many clients. And they may be worth serious money, too.

Regulatory approval would be a big win for asset managers seeking to shrink clients' tax bills and expand into the $12.6 trillion ETF industry.

Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.

Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.

For clients holding crypto, about half have experienced notable losses. But 70% have experienced notable gains, the latest Financial Advisor Confidence Outlook found.

Firms are increasingly looking to provide high net worth clients with services stretching beyond basic wealth management. The offerings include everything from help with cybersecurity to taking out complicated loans.

The plan is just "phase one" in a broader proposal to allow greater trading with digital assets.

Even as Canadian investor and "Shark Tank" co-star Kevin O'Leary broke records last month with the $13 million basketball card he helped purchase, experts warn that there are pitfalls.

Financial Planning's September Financial Advisor Confidence Outlook found that equities are growing hotter and cash is cooling off in client portfolios.

Two studies from Morningstar dive into the subtleties across the various categories of funds and the sources of the gap between actual and total investment returns.

The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.

As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.

A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

Even after more than three years of Republican-led attacks against environmental, social and governance investing, the strategy is still "extremely important," according to RBC BlueBay Asset Management.

Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.