Portfolio management

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

While I bonds can be a worthwhile investment, they're not as useful for high-net-worth investors close to or in retirement, writes Alexis Leondis.

"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.

While the worries are all valid, they don’t mean the approach has suddenly become financial suicide overnight, writes Emily Cadman.

Despite long-term outperformance, many of the leading 20 have suffered short-term losses.

Faster connections increase the potential for automation-based technologies, including autonomous vehicles and industrial robots.

Home to more than $3 trillion, outperformance among the leaders comes with some caveats.

Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.

Advisor Peter Krull favors actively managed sustainable products due to the “greenwashing” he says often occurs with ESG index funds.

The 20 mutual funds in this ranking outpaced broader markets over the past year with an average gain of more than 68%.

What's going on at LPL, Captrust, Avantax, Pershing, Citigroup, Edelman Financial Engines, and other quick takes from around the industry.

The changes mark a new phase in the tug-of-war between the structures.

The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.

More fund managers are entering the exchange-traded sector. Investors are following.

As the value of bitcoin and other crypto assets rises, more of the world’s billionaires will trace their wealth to crypto, writes economist Tyer Cowen.

The asset manager said it's particularly interested in how firms are behaving in the communities in which they operate, be it locally or via their supply chains.

Here are the industry’s top 20, which brought in more than $700 billion in assets.

With markets and cryptos close to all-time highs, the next generation is increasingly exploring the nascent medium of art attached to non-fungible tokens.

Returns by funds from Vanguard, BlackRock and DFA that use the strategy have outpaced global bonds in recent years, but underperformed stocks.

The benefits of traditional fixed income are diminishing with today’s low interest rate environment, but alternative investments can help solve the portfolio-allocation problem.