Portfolio management

Energy investments can be volatile individually, but in many cases the aggregate can be a solid investment.

Index deletions lag the market by more than half in the year leading up to their removal from an index, but they historically outperform the market for at least five years after the breakup.

A rapidly growing number currently use models suggested by a broker-dealer, TAMP, asset manager or third-party strategist provider without modification.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

The founders of HPS will lead a new private financing business unit in BlackRock.

President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.

The new Granny Shots ETF from Fundstrat is built around large caps and has already drawn more than $400 million from investors.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.

Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.