Portfolio management

For clients holding crypto, about half have experienced notable losses. But 70% have experienced notable gains, the latest Financial Advisor Confidence Outlook found.

The plan is just "phase one" in a broader proposal to allow greater trading with digital assets.

Even as Canadian investor and "Shark Tank" co-star Kevin O'Leary broke records last month with the $13 million basketball card he helped purchase, experts warn that there are pitfalls.

The regulator's Investor Advisory Committee said policymakers could abandon asset and income thresholds for determining who can put money into private markets and instead adopt a "sophistication" standard.

Two studies from Morningstar dive into the subtleties across the various categories of funds and the sources of the gap between actual and total investment returns.

The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.

In a prerecessionary landscape, assets must earn their keep across a range of projected scenarios.

The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.

A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.

Joe Toledano, head of insured solutions for Morgan Stanley's wealth division and E-Trade, tells how insurance has gone from almost an afterthought for many financial planners to something that's central to what they do.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.

As access to and interest in alternative investments grow, financial advisors could differentiate themselves by earning the CAIA mark.

Rare bottles can go for several times the original price, but time, due diligence and proper storage are required to maintain these special alternative investments.

Deploying mindful nutrition habits throughout the workday staves off advisor stress while sharpening analytical thinking and client communication skills.

Volatility, concerns over security and custody, and a lack of clear regulatory framework are the key barriers to adoption, according to Financial Planning's August Financial Advisor Confidence Outlook survey.

A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.

In an increasingly choppy sector, experts say investing with caution and an eye on diversification is key.

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.