Portfolio management

The Wall Street giant distinguishes its custody service by being a pioneer in allowing private equity, private credit and similar investments to be used as collateral for loans to RIA clients.

The Wall Street giant plans to use the money raised to originate, underwrite and hold loans backed by high-quality real estate.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

Analysts find that funds selling call options tend to do poorly in bull markets and lag behind broader market indexes.

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.

Cash may feel safe on a visceral level, but it is not a risk-free asset in terms of preserving real value on a long-term portfolio.

Authors add that the asset class can still be a welcome source of diversification for investors who can stomach the risk.

Products with much higher yields than sweep, checking or savings accounts are available, but research suggests some advisors are missing the opportunity.

Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.