Portfolio strategies

Clients aren't just curious about estate planning, they're insisting that their advisors provide it.

Amid uncertainty with inflation and political concerns with midterm elections, the latest Financial Advisor Confidence Outlook shows that advisors have become more positive after a dip in June.

For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.

At Morningstar's conference last month, speakers from companies like Blackstone, BlackRock and PIMCO added helpful context to the recent headlines on risk and alternatives.

A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.

Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, private credit, equity and other alternatives are gaining ground.

Many clients avoid consolidating their assets at a single firm because they don't want the hassle. Advisors say it's important when to know not only when they're most likely to want to move assets, but also what to say.

The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.

From Janus Henderson to independent RIAs, the mid-2026 investing consensus is quietly contrarian: diversify, rebalance, ignore the hype.

Financial advisors and their clients must prepare for the possibilities of a stock downturn, unexpected early retirement, long-term care and inflation, experts say.

Portfolio managers from Fidelity, Columbia Threadneedle and JPMorgan said the case for dividend investing remains strong, even if it receives less emphasis than other strategies these days.

Clients have many reasons for not divulging details on the assets they have at, including embarrassment. Advisors say it's still important to understand their total financial picture and, above all, not be judgmental.

A value resurgence will overtake growth-stock dominance — the catalysts are already in motion, says Bernard Horn of Polaris Capital Management.

The latest Financial Advisor Confidence Outlook (FACO) finds advisor sentiment turned slightly pessimistic again this month as financial planners looked for ways to insulate clients' portfolios from global economic shocks.

Large wealth managers are chasing a multitrillion dollar opportunity to manage more of their clients' assets. But many high net worth investors give their business to multiple firms, whether out of a desire for protection, habit or a need to shop around for the best returns.

Academic researchers commissioned by fund companies closely examined the S&P Indices Versus Active (SPIVA) scorecard, with some striking results.

With anticipation mounting on pending IPOs from giants like Anthropic, SpaceX and OpenAI, here's what advisors are saying to eager clients who want in.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and other digital doorways to their services. A new partnership with InvestCloud is designed to provide just that.

Merrill, BMO and Schwab are among many firms helping clients take out security-backed loans against market gains to avoid capital gains tax hits.