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 ...

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

Diversified REITs offer a lower-cost option for investing in the development of different commercial properties. Learn about the industry and your options for investing.

Fixed-income investing is critical for retirement portfolios. Here's how to maximize its impact using a variety of strategies ...

We’ve reached the midpoint of 2026. At the broad asset-class level, US stocks have put up solid year-to-date returns, despite worries about war, inflation, valuations, and the risk artificial ...