Portfolio management

Skyrocketing cryptocurrency prices makes it hard for long-time wealth managers to act their on skepticism and stay out of the market for these risky vehicles.

Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.

Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.

Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.

Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.

For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.

The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.

It's way past time for the industry to apply a core investment concept — diversification — to achieve gender equality in its ranks.

Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.

Cash is making a resurgence in financial planning, offering both advisors and clients the opportunity to grow.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

The plaintiff in the class-action suit notes that returns at rival institutions rose when inflation started driving prices up last year. Her rates did not.

The ETF and mutual fund pie will change by early next year, but Cerulli finds ample additional slices that alter the larger picture.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

Munger, a famed investor who was the vice chairman of Berkshire Hathaway and Buffett's beloved sidekick, died at age 99 on Tuesday.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

Collective investment trusts, also known as collective investment funds, carry advantages that come with certain caveats and restrictions, according to experts.