Portfolio strategies

Survey results suggest alternative investments like private equity and private credit are already popular among advisors and becoming only more popular.

The popular online brokerage is considering either charging clients for trades in certain exchange traded funds or making providers of the funds share part of their revenue.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

The Wall Street giant plans to use the money raised to originate, underwrite and hold loans backed by high-quality real estate.

Analysts find that funds selling call options tend to do poorly in bull markets and lag behind broader market indexes.

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

The Wall Street giant is looking to fix its place in what's project to be a $10 trillion market by 2030.

Alison Nest says wealth managers can play a particularly useful role in helping investors navigate the intricacies of private equity, private credit and similar investments.

UBS receives praise for diversification outside the U.S., particularly in Asia.

The wealth management giant is the latest firm seeking to give investors access to private vehicles that have generally outperformed their public counterparts in recent years.

Skyrocketing cryptocurrency prices makes it hard for long-time wealth managers to act their on skepticism and stay out of the market for these risky vehicles.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

New trade rec from BoA suggests targeting boomers' wealth — and avoiding millennials'.

The unprecedented run of bull markets that buoyed fund managers' investments and masked life-threatening vulnerabilities may be a thing of the past.

The mega bank predicts the traditional investing strategy will outperform both cash and inflation in the next 10 years.

When it comes to charity, last year wealthy families gave differently — and invested differently.

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

The closings underscore shifting fortunes for sustainable investing as returns disappoint investors and anti-ESG rhetoric persists

Low-cost index funds could be costing investors up to 35 basis points a year.

High-earning advisors need the edge the latest iterations of digital model management can provide.