Portfolio strategies

Analysts find that funds selling call options tend to do poorly in bull markets and lag behind broader market indexes.

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

The Wall Street giant is looking to fix its place in what's project to be a $10 trillion market by 2030.

Alison Nest says wealth managers can play a particularly useful role in helping investors navigate the intricacies of private equity, private credit and similar investments.

UBS receives praise for diversification outside the U.S., particularly in Asia.

The wealth management giant is the latest firm seeking to give investors access to private vehicles that have generally outperformed their public counterparts in recent years.

Skyrocketing cryptocurrency prices makes it hard for long-time wealth managers to act their on skepticism and stay out of the market for these risky vehicles.

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.

New trade rec from BoA suggests targeting boomers' wealth — and avoiding millennials'.

The unprecedented run of bull markets that buoyed fund managers' investments and masked life-threatening vulnerabilities may be a thing of the past.