Portfolio management

How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

Wealth held by women in Asia (not including Japan) will surge to more than $7 trillion by 2025.

They say a prolonged period of volatility will require more creative solutions to find returns and stave off losses.

A new BNY Mellon survey predicts that even if the returns are lower, the next generation will be more focused on ESG issues, decentralized finance and cryptocurrencies

Here are tips on how to weather changing markets.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

Bloomberg data shows that 50 new ETFs have already launched in 2022, up from 38 at this point last year.

With a track record of nearly 40 years, the first Black-owned money manager is unveiling new collaborations and getting praise from members of Congress.

The Goldman Sachs Partner Family Office, led by Lisa Opoku, will offer Goldman executives and alums the same suite of wealth management services provided to clients.

Nonprofit research organization the Croatan Institute group brought fixed income pros together to talk about the power of investing to support systemic change.

With the Federal Reserve is expected to raise interest rates in March, 61% of those surveyed by UBS said they had more than 10% of their portfolio in cash and equivalents, up from 59% heading into 2021.

An analysis commissioned by BNY Mellon Investment Management, found the industry “overwhelmingly targets men.”

Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.

Individual investors who were ahead of the S&P 500 for most of 2020 have been stuck behind the benchmark since early 2021 as stay-at-home and meme stocks struggled.

The time-saving investment management tool also requires a look under the hood to examine the funds inside the portfolios, financial advisors say.

A joint drop in equities and bonds is hitting exchange-traded fund investors with the worst start of a year in a decade.

Strategists say the rally that pushed U.S. stocks to successive records this year isn’t ending anytime soon.

Muni bonds have not been not the quick way to big returns in 2021. But for the right client, they are the perfect addition to a portfolio focused on stability and low risk, advisors say.

When a spouse needs long-term institutionalization, it may preserve assets for the healthy partner and for heirs — but there are downsides.

Advisors and researchers have spent years analyzing the connection between how clients’ wellness affects portfolio decisions. Here’s how far they’ve come, and why learning more is crucial.