Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
How to Prep Portfolios for Recovery as Stimulus Takes Hold
By Stephanie LinkWhere should you invest now? Here's what Hightower's chief investment strategist, Stephanie Link, recommends.
February 25, 2021
SEC Steps Up Review of Climate-Related DisclosuresAs a first step, SEC acting Chair Allison Herren Lee is directing staff to review companies' compliance with existing guidance.
February 25, 2021
Atria Wealth Solutions Teams With Riskalyze to Help BDs: Tech RoundupAlso, Fidelity's eMoney Advisor expands financial wellness initiatives.
February 23, 2021
New Index Rates Companies on Racial Justice CriteriaThe Black Dollar Index scores companies based on ratings that inform Black consumers about company practices.
February 22, 2021
Aite Warns Wealth Managers: Embrace ESG or Lose Market ShareThe research group lays out the whys and hows of sustainable investing for advisors.
February 22, 2021
Vanguard Launches Total International Bond II Index Fund: Portfolio ProductsIn addition, BNY Mellon has introduced SMA ETF model portfolios on the Envestnet platform.
February 18, 2021
Putnam Investments Prepares to Enter ETF MarketThe firm plans to launch four actively managed equity ETFs this spring after registering with the SEC.
February 18, 2021
12 Ideas to Get Clients Excited About InvestingIf it's time for your clients to shift some of their investments, maybe they need a little inspiration.