Portfolio management

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

New offering would allow advisors to connect with more than 20 external asset managers.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

The deal comes an ongoing boom in private loans to businesses and consumers.

The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.

The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.

A FINRA study found nearly 400 firms, or 65% of the broker-dealers surveyed, have some hand in crypto assets and trading, as the once-novel asset class becomes normalized. But that still doesn't make it normal for regulators.

A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.