Portfolio strategies

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.

Despite the war in Iran and uncertainty over interest rates, the latest Financial Advisor Confidence Outlook shows that advisor sentiment has turned positive for the first time since January.

Schwab limits the proportion of assets that its advisory partners can hold in risky long-short SMAs to 30% of the total.

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.

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.