Portfolio management

To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.

Some of the biggest laggards have managed short-term gains of more than 40%.

More than 600,000 ounces of the precious metal have been added to ETFs since mid-May.

Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.

The ready-made strategies have been around for years, but in an era of fee wars and ETFs its popularity is exploding.

As the S&P 500 flirts with record-high levels, many participants are mulling whether it’s time to take profits or push for more returns.

High unemployment, rising virus cases and the upcoming presidential election are causing clients to change their strategies, advisors say.

Innovator ETFs, an asset manager, will debut its so-called buffer funds at a time when Treasury yields are hovering near historic lows and duration risk climbs.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.

The “set it and forget it” balanced approach may not work as well anymore, an expert says.

About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

“The primary drawback of fewer hedge fund filings is lack of clarity around crowding risk,” strategists from the firm write.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.

Using machine-learning algorithms, the firm's $106 billion systematic active equity group researches social media pages and online job postings to build portfolios.

With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.

Some of the industry’s biggest players are taking a wait-and-see approach as active, non-transparent funds take their crucial first steps.