Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Beware These Pitfalls When Investing in Thematic Funds
By Bernice NapachMorningstar analyst Daniel Sotiroff explains why so many have short lives and how best to use them in portfolios.
January 06, 2021
Blanchett: 3 Important Wealth Sources Advisors OverlookYou can't build an optimal financial plan without considering these assets, Morningstar's retirement whiz says.
January 04, 2021
SkyBridge Capital Launches Bitcoin Fund; VanEck Tries Again for a Bitcoin ETFThe fund is an opportunity for RIAs who can't own Bitcoin outright due to regulatory issues, SkyBridge founder Anthony Scaramucci tells ThinkAdvisor.
January 04, 2021
Will 2021 Be the Year Advisors Embrace Sustainable Investing?Many investors are asking for it, relative performance is strong and asset managers are providing more investment options.
January 04, 2021
Invesco Introduces Its First Active Nontransparent ETFs: Portfolio ProductsAlso, the RIA Simplify Asset Management launched four themed ETFs.
December 30, 2020
Should You Fear Money Market Fee Waivers?Crane Data's president explains what's happening at Vanguard, Fidelity and Schwab, and what it means for advisors and clients.
December 30, 2020
Top Financial Resolutions for the New Year and How to Achieve ThemMoneyRates finds three out of five individuals plan to save more in 2021; many, though, don't know how to manage retirement finances.
December 29, 2020
4 ETF Predictions for 2021Experts anticipate more active ETFs, fee cuts, thematic and ESG funds, as well as ETF clones and conversions of mutual funds.