Portfolio management

Betterment is further encroaching on Charles Schwab and Fidelity's turf with a new referral program and portfolio options.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.

Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.

None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.

With more than $12 trillion in assets, the company led by CEO Salim Ramji is pressing its advantages of scale in a rapidly consolidating, commodified industry.

The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.

The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification that makes advice more valuable.

Even as crypto prices slide, a growing share of financial advisors are adding digital assets to client portfolios, with firm policies slowly catching up.

As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?

Once rare, the same kind of permissive terms that are widespread on leveraged loans are becoming increasingly common in the $1.7 trillion private credit market.

Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA accounts.

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say human oversight is still essential.

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the IRS.

Fixed-income represented a surprising bright spot in 2025, despite the warnings of "bond vigilantes" and inflation pressure. Here's the outlook for 2026.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

FINRA identifies new ways firms and investors are using technology like AI to spot changes in market sentiment and asks the industry to chime in on how finfluencers and others are using social media.

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.