Portfolio management

When it comes to charity, last year wealthy families gave differently — and invested differently.

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

The closings underscore shifting fortunes for sustainable investing as returns disappoint investors and anti-ESG rhetoric persists

Low-cost index funds could be costing investors up to 35 basis points a year.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

A new study sees family offices getting into bond markets but at the cost of another type of bond.

A new report explains the opportunities within the four main challenges facing financial advisors and portfolio managers in the next five to 10 years.

More financial advisors will use the alternative investments in the next 12 months due to their complex features and industry innovations, the research firm finds.

High-earning advisors need the edge the latest iterations of digital model management can provide.

A new book by Harvard Law School professor and former SEC official John Coates warns of "a deep tension" threatening the American economy and politics.

One provision of the six-part package applies to all registered advisory firms, and compliance experts say the guidelines could prove costly for smaller companies.

Assets in the alternative class soared by more than 100% in the past five years. Here's why some investors see opportunity in the current economic environment.

It's too soon to know whether 2022 was truly an aberration for bonds or a sign of things to come.

Many advisors use real estate investment trusts to hedge against inflation while also providing steady dividend income. But private funds still provoke skepticism.

The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.

Republicans on the Financial Services Committee advanced four bills related to investing policy, even as some question the potential impact of their efforts.

Even though shareholders gave their proposals less support in 2023, adherents point out that they withdrew many of them after firms agreed to make changes.

JPMorgan, which accounted for 9% of overall ETF flows in 2023 so far, is eyeing Blackrock's ETF throne.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Five new filings follow the financial giant's move back into the asset class earlier this year after decades without a presence.