Portfolio strategies

Taxes can erode portfolio value in ways that add up over time. Explore five active investment strategies that can reduce capital gains tax impacts for clients.

While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.

The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.

Many advisors want asset managers to do more than provide access to investments. A new Cerulli report suggests they should emphasize practice management strategies rather than business growth.

Borrowing against art can offer liquidity without triggering capital gains, but high costs keep it from becoming a first-choice strategy.

Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.

A survey from the investment marketplace iCapital suggests that concerns about private credit have not derailed advisors' growing desires to place more clients in alternative investments.

With retail investors projected to allocate $2 trillion into private equity, credit and similar investments over the next five years, asset managers are increasingly acting as a bridge to previously exclusive opportunities.

Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."

Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.

Advisors can help clients to diversify their stock portfolios, maximize growth and defer taxes with this increasingly popular method for harvesting losses.

The firm isn't discussing the news reports suggesting it's for sale. Here's how it has built such a close relationship with so many planners over the years.

Even more than access to alternative assets and simplified platforms, advisors are looking to outside account providers to help them manage clients' taxes.

Clients with concentrated stock holdings might be better off turning their portfolios into ETFs in a tax deferral transaction called a Section 351 conversion.

America's fertility rate is at an all-time low, and the cost of treatment is climbing. Financial advisors discussed how to plan, both financially and emotionally, for the cost of becoming parents.

Clients aren't just curious about estate planning, they're insisting that their advisors provide it.

Many clients avoid consolidating their assets at a single firm because they don't want the hassle. Advisors say it's important when to know not only when they're most likely to want to move assets, but also what to say.

The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.

A value resurgence will overtake growth-stock dominance — the catalysts are already in motion, says Bernard Horn of Polaris Capital Management.

With anticipation mounting on pending IPOs from giants like Anthropic, SpaceX and OpenAI, here's what advisors are saying to eager clients who want in.