Portfolio strategies

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.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

FINRA identifies new ways firms and investors are using technology like AI to spot changes in market sentiment and asks the industry to chime in on how finfluencers and others are using social media.

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

Rethink bonds and hedged funds while prepping clients for a market correction — or worse — in the coming year, counsels the CEO of Toews Asset Management.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

Prediction markets like Kalshi and Polymarket, growing in popularity, allow users to essentially bet on nearly everything. If your clients have questions, here's what experts say you should tell them.

When a client's insurance needs change, the opportunity to sell their life policies to outside buyers should not be overlooked.

When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them there?

Innovator Capital Management, which Goldman will acquire next year, was a pioneer with ETFs that hedge risk by offsetting investors' exposure to equity losses by also capping their ability to realize gains.

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.