Portfolio strategies

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.

One of the asset management firms also took home the independent research firm's overall award for "exemplary stewardship."

Rare book collectors can sometimes see a healthy return on an investment, but advisors and other experts say the market is illiquid, and volatile — and books require careful storage and preservation.

Oil-driven volatility is fueling client anxiety, but advisors say steady messaging helps keep clients invested.

There's "no free lunch investing in private assets," the research firm said in its latest study of semiliquid assets — released a week before Blue Owl permanently shut the gate of a closely watched private credit fund.

Analysts warn AI agents could automatically move clients' uninvested cash into money markets and other high-yielding investments, depriving brokerages of one of their most lucrative revenue sources.

The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.

Blue Owl's decision to halt withdrawals from one of its private credit funds raises further questions about the already obscure world of private credit.

The 6-3 Supreme Court ruling against one of President Donald Trump's signature economic policies was consequential, but experts say volatility is unlikely to be over.

Retail investors increased their allocations to private equity, private credit by a whopping 36% last year as advisors look for diversification and strong returns.

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.

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.

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.

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