Portfolio 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.

Amid geopolitical uncertainty and fears of a trade war, family offices also show a preference in investing in developed markets.

Head of Schwab Advisor Services Jonathan Beatty maintains there's more than enough wealth management business for everyone to share. But at least one critic says Schwab is clearly seeking a bigger piece of the pie.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and other digital doorways to their services. A new partnership with InvestCloud is designed to provide just that.

Merrill, BMO and Schwab are among many firms helping clients take out security-backed loans against market gains to avoid capital gains tax hits.

Oppenheimer said it had calculated its potential liability in its cash sweeps lawsuit at more than $440 million. Rather than face a jury, it's settling the class action lawsuit.

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.