Portfolio management

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.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

The plaintiff in the class-action suit notes that returns at rival institutions rose when inflation started driving prices up last year. Her rates did not.

The ETF and mutual fund pie will change by early next year, but Cerulli finds ample additional slices that alter the larger picture.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

Munger, a famed investor who was the vice chairman of Berkshire Hathaway and Buffett's beloved sidekick, died at age 99 on Tuesday.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

Collective investment trusts, also known as collective investment funds, carry advantages that come with certain caveats and restrictions, according to experts.

There's room for growth in a crowded field — but it can be a risky and expensive move. Here's what to consider.