Portfolio management

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.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.

Three firms outperformed the rest in a new J.D. Power study, but the fund companies have some very basic problems.

MSCI ESG research leaders Linda-Eling Lee and Meggin Thwing Eastman dissect the hottest ESG topics to track in the coming year while reflecting on how much the ESG conversation has changed in the past decade.

Recognizing the strengths and weaknesses of your choices can help stave off losses as prices rise.

Wall Street is trying to bottle ESG, but ESG has other ideas.

The historically robust mix has recently started posting short-term losses.

The largest groups of mutual funds and ETFs saw their assets swell to trillions under management as prices rose in the post-lockdown stock boom of 2020.

Now is a perfect time to consider their sensitivity and, if necessary, to protect against extended bouts of high inflation.

Advisors should know the roles each plays in digital asset management.

American Friends’ new database joins the expanding research and products on the marketplace, which experts say is at $17 trillion in assets — with room to grow.

Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk

A nonprofit research group compiled a growing list of products amid the question of whether the deluge of information and resources will result in systemic change.

A college professor and investment firm partner views real estate and venture funding as a crucial means of building generational wealth.

The climate of late suggests bonds are losing their value as hedges.