Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Why Clients Should Consider Roth Conversions When Stocks Drop
By Robert Bloink and William H. ByrnesThey can get more bang for their tax buck — but they need to keep their full tax picture in mind.
May 19, 2026
FINRA Launches Structured Notes SweepThe regulator is zeroing in on Reg BI obligations tied to non-principal protected "worst-of" structured notes.
May 15, 2026
OpenAI, Plaid Aim to Bring Tailored Financial Guidance to the MassesUntil now, ChatGPT has only been able to provide generic recommendations.
May 15, 2026
These 10 Blue-Chip Stocks Are On Sale Now: MorningstarInvestors often center them in their portfolios, Morningstar notes, because the companies are leaders in their industries.
May 14, 2026
Life and Annuity Issuers Add $346B to AssetsThe nest egg keepers now have about $6.1 trillion in their own portfolios.
May 14, 2026
Should Your Client Take Their RMD in Stock?Clients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.
May 11, 2026
Widow Wins $1.2M From UBS Over Annuity, Margin LoanThe advisor's recommendations and management style resulted in the client "essentially breaking even" over 11 years, her lawyer says.
May 08, 2026
11 High-Dividend ETFs for Passive Income in 2026: MorningstarDividend yield isn't the only factor to consider, Susan Dziubinski writes.