Portfolio strategies

Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be purchased Commonwealth Financial Network while maintaining its small-firm feel.

A recent Praxis Investment Management study found nearly half of surveyed investors were interested in factoring their faith into their investment decisions.

Fueled by the rise of artificial intelligence and its associated infrastructure, many technology ETFs have experienced phenomenal growth.

As the head of the investment solutions group at Merrill and Bank of America Private Bank, Nancy Fahmy ensures the firm's advisors have access to investments they recommend to investors.

Even before tariffs were dominating headlines, dealers and auction houses were already glum about their 2025 art market prospects.

Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.

Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.

As markets react to the tariffs, financial advisors are considering the short- and long-term impacts.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.

While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

From saving to fund allocation to risk management, practitioners of Islamic finance integrate ethical considerations into all aspects of the planning process.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

The surging popularity of the alternative asset class could curtail its seemingly endless runway.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.

Nearly 80% of the respondents to a recent advisor survey conducted by the asset management giant Blackstone said they plan to recommend more alternative investments in 2025.

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.