Portfolio management

Despite common assumptions, child-free clients have plenty of planning complexity. Advisors shared their approach to planning for this demographic, from encouraging "no-kid dividends" to building care teams early.

Amid political pushback around ESG, Climate Week panelists say firm leaders should focus less on the label and more on the risks that matter to clients.

As regulators lower regulatory hurdles, many advisors are seeking greater access to private investments, while asset managers and fintechs are trying to eliminate technical barriers keeping regular investors out.

As the U.N. renews its call for $1.3 trillion a year in climate finance, four leaders in climate finance say the biggest question for advisors is where that money goes.

As AI threatens firms' lucrative business managing uninvested cash, Schwab gives its RIA partners a new way to keep clients' cash holdings sticky.

Sitting on company stock just to avoid capital gains can expose concentrated positions to undue risk.

Anthropic lined up some of the biggest names in the industry for the rollout of Claude for Financial Advisors. But whether the tool is "revolutionary" or "just another integration," the hard work is just beginning for the AI firm and for its sole custody partner, Schwab Advisor Services.

Taxes can erode portfolio value in ways that add up over time. Explore five active investment strategies that can reduce capital gains tax impacts for clients.

While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.

The changes will allow only new accounts with $10 million or more to participate in a popular, but risky, strategy aimed at lowering clients' tax burdens.

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.

The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.

Many advisors want asset managers to do more than provide access to investments. A new Cerulli report suggests they should emphasize practice management strategies rather than business growth.

Borrowing against art can offer liquidity without triggering capital gains, but high costs keep it from becoming a first-choice strategy.

Young financial planners weaned on sports betting and prediction markets must lose their quick-reward mindset to build long-term financial plans, says a professor at Rutgers Business School.

The case for active bond management is compelling, given increased market volatility and persistent economic uncertainty, argues the president of Toews Asset Management.

Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.

Roy Swan of the Ford Foundation said the simplest implication of his new book may be a nudge toward donor-advised funds. But he argues for a deeper examination of popular assumptions around figures like Adam Smith and Milton Friedman.

A survey from the investment marketplace iCapital suggests that concerns about private credit have not derailed advisors' growing desires to place more clients in alternative investments.

With retail investors projected to allocate $2 trillion into private equity, credit and similar investments over the next five years, asset managers are increasingly acting as a bridge to previously exclusive opportunities.