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Portfolio Construction ChoicesIssue: July 2017

Advisors face a plethora of ETFs and other funds, as well as new strategies such as smart beta, alternatives and complex annuities, to offer clients. But they also have to adopt their businesses to the DOL fiduciary standard and other regulatory shifts. Are advisors embracing such different approaches or keeping it simple?

  • Audience

  • Financial Services/Banking/Accounting
  • Geographic Distribution

  • National
  • Magazine

  • Research on Wealth
  • Submissions Due

  • 6/6/17
  • Space Close

  • 5/22/17
  • Material Due

  • 5/26/17
  • Print Delivered

  • 6/30/17

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