Portfolio management

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

The firm joins a growing number of asset managers offering hidden-asset products.

Sustainable investing offered more downside protection during the market downturn, according to recent data from Backend Benchmarking and research from asset managers.

Banks and insurers have trailed the S&P 500 by 20 percentage points, their worst performance at this point of a year on record.

Firms founded by Jason Wenk allegedly failed to oversee a former advisor accused of investing clients in unregistered securities.

The firm said that 88% of sustainable indexes did better than their non-sustainable counterparts in the first four months of 2020.

Fixed-income ETFs — for the most part — passed their first big test, but it was a roller-coaster ride along the way.

Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.

With return targets growing ever more elusive, many investors are willing to take their chances with private debt and equity.

Crush of inflows to money-market funds has come even as the funds’ own yields approach zero.

The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

There’s more money at stake when executing trades in current market uncertainty.

The IRS now says some unwanted RMDs can be undone, eliminating the tax bill

Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.

The firm sees "light at the end of the tunnel," says Silvia Ardagna, managing director in the investment strategy group within the firm's private wealth management unit.

For one, clients will owe taxes still on the distributions, unless they recontribute the money into the account within three years.

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

Instead, the billionaire opted for a lucrative credit hedge that earned his firm about $2.6 billion in profits when the market plummeted.