Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Fed Hikes Rates Half-Point as Powell Signals Similar Moves Ahead
By Matthew BoeslerTreasuries and stocks rallied as the Fed chair dashed speculation it was weighing an increase of 75 basis points in the months ahead.
May 03, 2022
Sustainable Fund Inflows Fell Sharply in Q1: MorningstarFlows into the broader market declined even more.
May 03, 2022
J.P. Morgan Rolls Out Tax-Smart SMA Platform for AdvisorsThe new digital platform uses ActiveTax technology from 55ip, a firm J.P. Morgan bought in 2020.
May 02, 2022
The Ideal Portfolio to Survive a Bear MarketHere are seven things investors should consider as the bear market deepens.
May 02, 2022
Vanguard, Capital Group Cut Fund FeesVanguard lowers the expense ratios on four bond ETFs, while Capital Group reduces fees on 18 funds.
April 28, 2022
Why RIA Advisors Are Better Fund Pickers Than BD Reps: StudyDual registrants act more like BD advisors when selecting funds, mainly basing decisions on past performance, David Blanchett says.
April 28, 2022
Most HNW Advisors Still Unfamiliar With Direct Indexing: SurveyYet these advisors embrace the strategy's most valued benefits: tax management and customized exposures.
April 26, 2022
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.