Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

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

Compare PBDC vs BIZD BDC ETFs: why PBDC’s active management, higher yield, and resilient payouts beat BIZD’s swap losses and ...

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation ...

Virtus Diversified Income & Convertible Fund (ACV) analysis: 7.76% yield, convertible bond strategy, tech exposure, NAV ...

The case for active management and fixed income remains robust. There are several reasons supporting that. Many indexes exclude a lot of bonds because they’re difficult to price and trade. That means ...

UK small and mid-cap managers debate the case for a broad or focused approach to managing money in the asset class ...

We are entering a new phase for global investment markets where the winners and losers will be separated by the degree to ...

Instead, one of the areas of the market Peramunetilleke likes this summer is low volatility stocks with high dividends or free-cash flow yields. The names can provide a hedge against a sharp ...

Here's what the assets were and whether you should hold them.