Portfolio strategies

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.

It's too soon to know whether 2022 was truly an aberration for bonds or a sign of things to come.

Many advisors use real estate investment trusts to hedge against inflation while also providing steady dividend income. But private funds still provoke skepticism.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Family offices have joined strategic buyers and private equity companies in competing for M&A deals.

If a client's time frame is zero to around 36 months, CDs and T-bills are attractive investments even without their current elevated returns.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

The expiration could be a minor footnote in history, or a pivotal moment for fund managers looking for a fresh edge in a cutthroat market.

Exchange-traded funds focus on natural gas and technology did horribly last year, but they're still drawing in new money.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

The low-cost, passive manager is also opening up separately managed accounts to its ETFs for the first time.

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.