Portfolio management

New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners.

Should one number have so much influence over asset allocation? Researchers and advisors alike say it's time for the risk score to be reined in.

With a rush of individuals exploring alternative assets for the first time, advisor platform CAIS is slashing fees that it says affect portfolio performance for such investments.

The latest legal challenge to the firm's "cash sweeps" policies argues advisors violated their fiduciary duties by not procuring higher yields for clients.

Recent research may suggest private credit doesn't produce great returns after fees and risks are taken into account, but wealth managers still see a case for using it and other alternatives to move beyond the 60-40 portfolio.

Survey results suggest alternative investments like private equity and private credit are already popular among advisors and becoming only more popular.

The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.

Wealthtech platform Envestnet has agreed to offer its in-house unified managed account tools to BlackRock, Fidelity, Franklin Templeton and State Street to boost more customized direct indexing for advisors.

The popular online brokerage is considering either charging clients for trades in certain exchange traded funds or making providers of the funds share part of their revenue.

The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

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.