Portfolio management

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.

While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.

Stifel follows closely on UBS's heels in getting hit with tens of millions in punitive damages.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

From saving to fund allocation to risk management, practitioners of Islamic finance integrate ethical considerations into all aspects of the planning process.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.

Fidelity Investments is launching new ETF model portfolios to compete in the growing multi-trillion dollar asset management industry.

The surging popularity of the alternative asset class could curtail its seemingly endless runway.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.

Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.

With promises of potentially beating the market, actively managed ETFs can appear attractive to investors. But with higher fees and more potential volatility, are they worth it?

Nearly 80% of the respondents to a recent advisor survey conducted by the asset management giant Blackstone said they plan to recommend more alternative investments in 2025.

Opportunistic competitors anticipating trades are swooping in first, moving prices, according to a recent study.

Advisors say they are watching these changes closely, making portfolio adjustments where needed and generally reassuring nervous clients that they have planned for this sort of volatility.