Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
7 Important Tax, Retirement Topics for Year-End Planning
By Roger WohlnerA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
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.
November 11, 2021
15 Capital Gains Tax Facts to KnowWhat advisors should know about changing tax laws, depreciation and the treatment of assets like collectibles and options.
November 11, 2021
Vanguard Model Portfolios Added to CircleBlack Platform: Tech RoundupAlso, Betterment for Advisors made a deal with an advisor-client matchmaker.