Investments

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.

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.

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.

The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.

Rethink bonds and hedged funds while prepping clients for a market correction — or worse — in the coming year, counsels the CEO of Toews Asset Management.

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.

CEO Mark Mirsberger said turnover is practically nonexistent at his firm, which goes to great lengths to accommodate its employees and hires people who value teamwork.

Our latest ranking of money managers' workplaces in conjunction with Best Companies Group produces a return champion and some new additions.

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.

When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them there?

The initiative from the president's tax law has drawn support from corporate and financial leaders.