Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
High-Net-Worth Women Open to Alts if Advisors Recommend Them: Survey
By Dinah Wisenberg BrinTheir long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.
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
PRO
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.
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
May 07, 2026
Gundlach Warns Investors Will Lose Money on Private Credit FundsThe DoubleLine CEO suggests financial advisors are ushering investors into private credit due to high fees, not client interests.