Portfolio management

Evaluating private equity performance is notoriously difficult due to lack of transparency. Asking these 3 questions makes it easier for financial advisors.

Despite the war in Iran and uncertainty over interest rates, the latest Financial Advisor Confidence Outlook shows that advisor sentiment has turned positive for the first time since January.

The firms' collaboration shines a light on how the wealth management business works today and how it is evolving, as advisors weigh independence against the risks of "poking the bear" when they leave.

Matthew Pallai said he has no doubt wealth managers explained the risks of private credit when recommending it to clients, but the recent rush to withdraw money from credit funds suggests "they probably should have said it more often and said it louder."

Schwab limits the proportion of assets that its advisory partners can hold in risky long-short SMAs to 30% of the total.

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.

SEC Chairman Paul Atkins said that opacity of the private credit market and a flurry of redemption requests are raising concerns about defaults.

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.

One of the asset management firms also took home the independent research firm's overall award for "exemplary stewardship."

Rare book collectors can sometimes see a healthy return on an investment, but advisors and other experts say the market is illiquid, and volatile — and books require careful storage and preservation.

A recent downturn has highlighted the external factors weighing on the price, but experts say the fundamentals haven't changed.

Oil-driven volatility is fueling client anxiety, but advisors say steady messaging helps keep clients invested.

The National Legal and Policy Center has successfully urged companies like Goldman Sachs and American Express to remove DEI from their board selection process, but now it argues that SEC actions are restricting shareholder rights too much.

There's "no free lunch investing in private assets," the research firm said in its latest study of semiliquid assets — released a week before Blue Owl permanently shut the gate of a closely watched private credit fund.

Analysts warn AI agents could automatically move clients' uninvested cash into money markets and other high-yielding investments, depriving brokerages of one of their most lucrative revenue sources.

The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.

The dispute highlights how control over assets in increasingly popular DAFs can become contested — and what that could mean for advisors and their clients.

With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.

Blue Owl's decision to halt withdrawals from one of its private credit funds raises further questions about the already obscure world of private credit.