Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Active Share Fails to Identify Winning Funds: Morningstar
By Bernice NapachA new report found that relatively high fees and high risk contribute to the disappointing performance of high active share funds.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 16, 2021
World's 25 Biggest Wealth Management Firms by AUM: 2021Aite-Novarica Group crunched the numbers on big broker-dealers, wirehouses and other firms.
November 15, 2021
Self-Directed 401(k) Balances Held Steady in Q3: SchwabBalances averaged $341,068 in the third quarter, a 12.8% increase year over year and a 2% decrease from Q2, the firm reported.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.
November 12, 2021
What's in an Investor's Best Interest? Depends on Who You Ask: Dalbar"Best interest" as defined by advisors is not in sync with investors' priorities, the analysis found.
November 12, 2021
New ETF Bets Against Cathie Wood's Flagship ARKK ETF: Portfolio ProductsAlso, Impact Shares, iShares and VanEck launched ESG ETFs and Hartford Funds launched its first semi-transparent ETF.
November 11, 2021
Goldman Sachs Launches 3 New Thematic ETFsTheir focus are key trends for future growth: consumption by millennials, health care innovation and real estate sustainability.