Portfolio management

The latest legal action over the industry's handling of clients' uninvested cash suggests sweeps are a bigger profit generator than most firms let on.

These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.

The Wall Street powerhouse is now the subject of two class action suits questioning whether it has been providing unreasonably low returns on clients' uninvested cash.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

With the recent bull market being driven by just a few companies, many clients are asking: Why wasn't I in that stock? Here's how to answer.

Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.