Portfolio strategies

The new Granny Shots ETF from Fundstrat is built around large caps and has already drawn more than $400 million from investors.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.

Quanative analysts are trying to learn whether private equtiy and similar vehicles can offer alpha — or a consistent ability to beat benchmarks like the S&P 500.

The two firms are among the many wealth managers now being sued over allegations that they failed to obtain fair returns for their clients on their uninvested cash.

Sales were mostly flat until 2020. Over the past four years though, they've nearly doubled.

The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.

Industry watchdogs worry lenders may be hiding troubled loans and are too entagled with insurance interests.

Robinhood is also planning to offer a browser-based trading system similar to products from Interactive Brokers Group and Charles Schwab

Since being first given the green light by regulators two years ago, there are now dozens of these new vehicles available on the market. But experts warn they carry inherent risks for investors.

Lower interest rates are just one of many factors weighing on the $1.7 trillion market for private debt.

Experts expect the rate cuts to continue, but for how long and how effective they will be in achieving a "soft landing" remain to be seen.

Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.

The firm raises its predictions after finding that fewer customers are shifting cash in pursuit of higher yields.

Edward Jones is also lowering its fees on certain asset ranges and seeing faster-than-expected adoption of the MoneyGuide investing systems.

New offering would allow advisors to connect with more than 20 external asset managers.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

The deal comes an ongoing boom in private loans to businesses and consumers.

Recent years have taken the shine off of fixed income, both as a portfolio diversifier and a way to boost total returns. The prospect of falling rates next month promises to reverse that.