Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Fidelity Adds More Target Allocation Mixes to Model Portfolio Lineup
By Bernice NapachThe new model portfolio stock allocations range from 10% to 100% with the remainder, if any, in fixed income.
July 12, 2021
More Chinese Stocks Removed From FTSE Russell, S&P Dow Jones IndicesThe removals follow President Biden's executive order banning U.S. investments in "Chinese Military-Industrial Complex Companies."
July 12, 2021
Harry Dent: Stock Market Crash Likely Within 3 Months"When this thing goes, it's going to go big," the Contrarian's Contrarian tells ThinkAdvisor.
July 08, 2021
SEC Mulls More Disclosure for ESG FundsThere's "a huge range of what asset managers might mean by certain terms or what criteria they use," Chairman Gensler says.
July 08, 2021
Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech RoundupAlso, Sterling Trustees joins the Envestnet Trust Services Exchange to provide trust administration services to RIAs and BDs.
July 07, 2021
China No Longer an Emerging Market: BlackRockBlackRock has broken away from most other asset managers by declaring China a standalone allocation.
July 07, 2021
Kitces: The Big Problem With 'Risk Tolerance'The amount of risk a client is able to take doesn't always align with the risk they're willing to take, he says.
June 29, 2021
11 Net Investment Income Tax Questions, AnsweredWhat advisors should know about who pays this 3.8% surtax and how it can affect retirement and estate planning.