Portfolio management

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.

There's room for growth in a crowded field — but it can be a risky and expensive move. Here's what to consider.

DFD Partners has attracted thousands of advisory practices to its software seeking to remove barriers to access for emerging asset managers.

New trade rec from BoA suggests targeting boomers' wealth — and avoiding millennials'.

The unprecedented run of bull markets that buoyed fund managers' investments and masked life-threatening vulnerabilities may be a thing of the past.

The mega bank predicts the traditional investing strategy will outperform both cash and inflation in the next 10 years.

Tens of billions of dollars in taxable assets on Raymond James' managed account platform will get upgraded tools by mid-2024, the firms say.

Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.

A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.

At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.