Portfolio management

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.

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.