Portfolio construction

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

While diversification is important, more isn’t always merrier with these funds.

There are five niches that will be its future.

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.

The fund’s portfolio management team began dumping exposure to the social media giant in light of the Cambridge Analytica scandal.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.

Total assets of the fund have increased almost 20 times since December.

The firm’s new iShares fund comes amid massive outflows from the sector in recent periods.

These emotional topics tend to be bad for investment returns, Barry Ritholtz says.

Returns over the past decade have been stellar, but capital preservation is a concern.

At least $20 trillion of new financial wealth will be created over the next five years.

The side effect of index reconstitution is well documented.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Technology advancements aside, navigating the new regulatory requirements still takes work.

Issuers want the regulator to go further and make it easier for managers to choose the securities they add or subtract when they issue and redeem shares.

The No. 1 IBD launched an investment offering aimed at the distributed ledger technology its research unit says could disrupt nearly every industry.