Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Buying ETFs on Margin: Leverage Mutual Funds Can't Match
By ThinkAdvisor StaffExecuted properly, this strategy can produce large profits. But clients must understand the risks.
October 28, 2026
Best & Worst Individual Annuity Providers: JD Power, 2026The industry is showing strong signs of improvement, the latest customer satisfaction survey finds.
October 27, 2026
How U.S. Annuity Makers Rate 7 Types of AssetsSome laypeople might hate private credit. That's not what income product insiders have in their asset-allocation doghouse.
October 27, 2026
PRO
MLPs: Cash Flow With Tax Deferral Built InMaster limited partnerships make quarterly payouts while deferring taxes until the investor's basis reaches zero.
October 26, 2026
55ip Expands UMA Offerings for RIAsThe fintech is offering model portfolios and SMAs with products from J.P. Morgan Asset Management and BlackRock.
October 22, 2026
6 SEC Rules That Could Pass by Year-EndSome proposals released in 2026 affecting the advisory industry won't get through, but others stand a good chance.
October 20, 2026
PRO
Buffer Annuities: Downside Protection Isn't a FloorRILAs allow investors to capture market gains, but they can be riskier than other annuities.
October 20, 2026
Wenk, Ritholtz, Others Reveal What Drives Their Own InvestingA key theme is that money can grow, but "time is going in only one direction," author Brian Portnoy says.