Trying to avoid behavioral mistakes and choosing between active and passive funds have become so familiar…
Tag: Portfolio management
Now is the Time for Active Management in Digital Assets
The digital asset market has entered a new phase, one that is more diverse and institutionally…
How to stress-test portfolios in an atypical market
I’ve seen mature bull markets before, but this one feels different — like a late cycle…
How extra stock exposure helps older Americans in retirement
Older Americans hold a bigger share of stocks than they’d like, according to the Center for…
Morgan Stanley sees big role for FAs with insurance products
Just as many clients expect advisors to go beyond basic investment management and provide help with…
What financial advisors should know about CAIA charter
As alternative investments like private equity and private credit continue to gain ground in wealth management,…
How fine wine investments can offer clients liquidity
For many wine enthusiasts, the accumulation of rare vintages doesn’t start out as a well thought…
How strategic nutrition gives advisors a competitive edge
Lunch at a financial planning firm is often consumed in fragments: a protein bar between client…
Most advisors don’t understand crypto — or actively manage it
Two-thirds of advisors say they don’t have a solid understanding of digital assets and cryptocurrency. Cryptocurrency…
Fractional sports ownership demands careful due diligence
Fractional ownership of sports teams isn’t exactly a new concept. Just look at the National Football…
The top 20 energy ETFs of the past 3 years
Global uncertainty is has been roiling energy ETF returns in recent months. Over the past three…
Tax-smart portfolio management of concentrated investments
A client walks into an advisor’s office with a portfolio assembled over a period of years…
Tax and trade issues financial advisors are facing
Global trade and tax policy questions with as-yet elusive answers could expose the U.S. economy and…
Whiskey as an alternative investment for wealth clients
Though it might appear simple on the surface, investing in Scotch whisky, whiskey or bourbon can…
Adapting active management strategies to HNW portfolios
The ultrarich may be different from you and me, but that doesn’t mean mainstream investors can’t…
BofA Private Bank exec foresees big NY market opportunities
Emily Dreas started her career doing business development for a 12-person asset manager in Florida. Two…
Collectible cars and investment strategy
When it comes to collectible alternative investments, cars may be one of the flashier options. However,…
Emerging markets investments discussed by Morningstar
In an industry known for its veritable alphabet soup of acronyms, the lower or even vanishing…
Edward Jones gains tax expertise for UMAs with Natixis deal
In the past, when Edward Jones advisors wanted to know how selling stock in clients’ accounts…
Bumpy political road for muni bond investors
The politics surrounding taxes and the larger economy are revealing new opportunities in some municipal bonds…
Volatility breeds interest in fixed-income investments
The market goes up. The market goes down. And with volatility, one thing many advisors see…