Investments

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

New government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren't entirely convinced about their utility.

Moment is focused on centralizing and automating the core operations of the fixed-income market.

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.

The markets are waiting for the Federal Open Market Committee to make its next move.

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

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

A rare handbag can be worth far more than retail to the right buyer, but some advisors caution against viewing them as a store of value.

In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' best interests with uninvested cash held in brokerage accounts.

The deal to buy Natixis' overlay management services comes amid a general push by the St. Louis-based firm to broaden its appeal to HNW clients.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.

The baby boomer generation is now in the retirement phase, and many clients want more predictable income and less of a roller coaster with their nest egg.

CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.

From an accountant's perspective, the trade deficit isn't a sign of economic weakness. As with any financial flow, there are two sides to the ledger.

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

They can be illiquid, pricey and opaque, and some advisors say the performance doesn't justify the hype. Others say the assets can offer meaningful advantages.

A new TIAA Institute survey found that a vast majority of 401(k) plan participants are interested in accessing fixed annuities through their retirement accounts. Plan providers are listening.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.