Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
12 Questions to Ask Clients in December
By Bryce SandersFrom capital gains issues to RMDs, charitable contributions and year-end financial gifts, there are plenty of reasons to reach out to clients right now.
December 13, 2021
The Rise and Fall of Ark Invest's Active ETFsArk, the darling of the ETF market in 2020, is one of its biggest losers in 2021; only one of its active funds is up year-to-date.
December 13, 2021
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono ProgramsFFP develops and funds programs that connect certified financial planners to those who need help.
December 13, 2021
Goldman, Morgan Stanley Say Any Drop in Stocks Likely to Be SmallCurrent index levels, they said, indicate low single-digit returns over 12 months with a maximum drop between 5 and 10%.
December 10, 2021
Asset Manager Websites Drive Advisors' Decision to Invest: J.D. PowerMany asset managers are missing the mark on basic website navigation and functionality, the research group finds.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 09, 2021
Bob Doll: Watch Equities, Get Clients Ready for Lower ReturnsThe portfolio expert explains what economic and market figures he's watching closely and what his special holiday plans are.
December 09, 2021
MIT's Lo Predicts the Future of FinanceLo explains what regulators are doing to avoid another devastating financial crisis and his research on systemic risk.