Portfolio management

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.