Portfolio strategies

A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.

Concerns grows that the the $1.7 trillion private credit industry could be adding hard-to-detect risks to the U.S. financial system.

Falling client risk tolerance and domestic turmoil may mean that these international equity funds could be more attractive to investors looking for diversification.

Glide paths may not deliver the highest returns, but experts say they account for behavioral limits that other strategies overlook.

A hedging product tied to bitcoin offers investors enhanced gains and downside protection — as long as an underlying ETF doesn't lose more than 25% of its value.

Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.

Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are rampant, so buyers should beware.

The Wall Street mainstay joins JPMorgan and Citi in directing analysts to help give investors more insight into companies not traded on public markets.

Stocks have been on a historic bull run, but the good times can't last forever. Now's the time to diversify with private equity, credit and other alternatives, say wealth managers at Dynasty, Nuveen and WEG.

A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.

Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.

Recent headlines may illuminate why this sector is particularly volatile, but advisors say they have been instructing clients that not all health care funds are created equal.

Advisors cited better liquidity, lower expenses and higher tax efficiency as among the reasons they like ETFs, the market for which has topped $11 trillion.

Issues that feature a character's first appearance or death — or even a popular artist or writer's first publication — can command high prices. But a volatile short-term investment market and meticulous storage demands remain concerns.

With deals like Cetera's purchase of Avantax, Morgan Stanley's of Parametric and JPMorgan's of 55ip, big firms are increasingly able to answer high net worth clients' tax questions without having to send them to outside professionals.

Rick Meyers, head of client and advisory at Bernstein Private Wealth Management, looks to recruiting, training and possibly even acquisitions to further the firm's wealth management ambitions.

Wine, whiskey, cars, handbags, guitars and watches are loved by many clients. And they may be worth serious money, too.

Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.

For clients holding crypto, about half have experienced notable losses. But 70% have experienced notable gains, the latest Financial Advisor Confidence Outlook found.

The plan is just "phase one" in a broader proposal to allow greater trading with digital assets.