Portfolio strategies

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

The asset management giant called out the method of offsetting capital gains in this year's edition of its oft-cited study tracking the "alpha" of financial planning.

Edward Jones stood accused of not properly supervising advisors who were charging clients commissions for mutual funds and then moving the fund shares over to fee-generating accounts.

Industry experts say the new team of 25 investment specialists seems designed to tackle the more esoteric aspects of working with wealthy clients and leave asset gathering and relationship management to advisors.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.

Trump returns to the White House promising both deregulation and tariffs, the Fed considers whether to keep dropping interest rates or not and markets, which hit new highs in 2024, are watching it all closely in the new year.

ESG and like investments have come under fire, but a US SIF report seems to see some positivity in the sector despite concerns about greenwashing and greenhushing.

The funds, although unlikely to be profitable on their own, are seen as a way to find clients for other services offered by Morgan Stanley.

Index deletions lag the market by more than half in the year leading up to their removal from an index, but they historically outperform the market for at least five years after the breakup.