Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Investors Should Save More, Expect Higher Taxes and Diversify: J.P. Morgan
By Bernice NapachAdvisors should speak with pre-retirees about what spending is non-negotiable, says Chief Retirement Strategist Katherine Roy.
March 12, 2021
How Low-Volatility Stocks Can Enhance a 60/40 Retirement PortfolioA "quality low-volatility" strategy may be especially useful for clients who want to boost returns without increasing their equity allocation.
March 11, 2021
Advisors Should Go Beyond the 'Easy' ButtonWhile indexing has benefits like lower costs, actively managed investments may offer advantages in some asset classes.
March 10, 2021
Harry Dent: 'Biggest Crash Ever' Likely by End of JuneBut by 2024, it will be over and the U.S. will experience the "next Spring Boom," the "Contrarian's Contrarian" tells ThinkAdvisor.
March 10, 2021
Younger Women Want to Talk About More Than Money With Advisors: Wells FargoThere is a big generational difference in how women talk about money and seek advice, the firm found in a survey.
March 10, 2021
DOL Won't Enforce New Rules on ESG in Retirement PlansThe rule limiting ESG investments in 401(k) plans "has had a chilling effect on plan fiduciaries," ERISA lawyer Fred Reish says.
March 10, 2021
How Custom Indexing Can Help Clients With Complex Tax NeedsCustom indexing will be widespread in five years, Patrick O'Shaughnessy predicts in an interview, and one reason is tax planning.
March 09, 2021
Fidelity Expands SMA LineupManaged accounts are "where we think the growth will be," Fidelity's senior VP of Portfolio Solutions says.