Portfolio management

For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.

At Morningstar's conference last month, speakers from companies like Blackstone, BlackRock and PIMCO added helpful context to the recent headlines on risk and alternatives.

A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.

When asked to compare AI to movies, financial advisors are still optimistic about the ways it can help them. But there's a growing sentiment that bad actors could hijack things.

Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, private credit, equity and other alternatives are gaining ground.

Many clients avoid consolidating their assets at a single firm because they don't want the hassle. Advisors say it's important when to know not only when they're most likely to want to move assets, but also what to say.

In sessions at last week's Morningstar conference, Dimensional Chairman David Booth, "Unreasonable Hospitality" author Will Guidara and behavioral finance experts shared tips on how financial advisors can provide valuable coaching to clients.

The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.

From Janus Henderson to independent RIAs, the mid-2026 investing consensus is quietly contrarian: diversify, rebalance, ignore the hype.

Many retirement savers will have no trouble choosing between an IRA or a trust. But experts say there are some important factors that add complication to the decision.

Financial advisors and their clients must prepare for the possibilities of a stock downturn, unexpected early retirement, long-term care and inflation, experts say.

Portfolio managers from Fidelity, Columbia Threadneedle and JPMorgan said the case for dividend investing remains strong, even if it receives less emphasis than other strategies these days.

Clients have many reasons for not divulging details on the assets they have at, including embarrassment. Advisors say it's still important to understand their total financial picture and, above all, not be judgmental.

A value resurgence will overtake growth-stock dominance — the catalysts are already in motion, says Bernard Horn of Polaris Capital Management.

The latest Financial Advisor Confidence Outlook (FACO) finds advisor sentiment turned slightly pessimistic again this month as financial planners looked for ways to insulate clients' portfolios from global economic shocks.

Longevity and constant financial tickers these days often trigger retirees' fears that they will outlive their assets. Here's how financial advisors can coach them through.

Large wealth managers are chasing a multitrillion dollar opportunity to manage more of their clients' assets. But many high net worth investors give their business to multiple firms, whether out of a desire for protection, habit or a need to shop around for the best returns.

New research from the TIAA Institute finds financial literacy slipping further, with investors across generations struggling to with risk comprehension.

Academic researchers commissioned by fund companies closely examined the S&P Indices Versus Active (SPIVA) scorecard, with some striking results.

With anticipation mounting on pending IPOs from giants like Anthropic, SpaceX and OpenAI, here's what advisors are saying to eager clients who want in.