Portfolio management

FNG is one of a growing number of actively managed ETFs that have the freedom to tune their exposure whenever they want.

Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.

The revamped fund from BP Capital will now track an index of companies that derive “significant revenue” from sustainable energy.

Clients often underutilize deductions for work-related technology purchases and travel expenses.

ESG-focused Swell Investing wasn’t able to gain “necessary scale,” according to the firm.

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

On the surface, ETFs seem like a natural fit for ESG investors, but there’s an key difference between the two.

370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

The independent broker-dealer differentiates itself from competitors by offering an active portfolio and by giving access to advisors rather than clients.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

The firm has shed fund holdings in defensive sectors such as health care and consumer staples.

The deal underscores an industry trend combining planning with portfolio management.

The new digital products are a significant opportunity for the bank, experts say.

For clients’ portfolios that need international diversity, these funds focus on the region.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

A team of Bank of America specialists help the superrich diversify with farms, ranches and other alternative investments.

The “materiality of risks with not considering" the strategy is the primary consideration for its implementation, a UBS survey finds.

The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.