Portfolio management

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.

A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

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

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

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.

A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.

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

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.