Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Labor Finalizes Controversial ESG Rule
By Melanie WaddellPlans will have until April 30, 2022, to make changes to certain qualified default investment alternatives.
October 29, 2020
YCharts Adds Dynamic Model Portfolios: Tech RoundupAlso, Apex Clearing teams with Altruist to provide advisors a "frictionless" investing experience.
October 28, 2020
Lessons Learned by a $2T PlatformExperience gained since the downturn spurred new tools and technology to help advisors better serve clients.
October 28, 2020
Schwab's Sonders: Are We 'Just a Shot Away' From Economic Recovery?Pondering Rolling Stones lyrics, Schwab's chief investment strategist is skeptical that a vaccine will cure all of our pandemic-related ills.
October 27, 2020
Asset Manager Diversity Linked to Better Investment Returns"Failing to deliver optimal diversity of thought" is "bad for savers," Willis Towers Watson says.
October 27, 2020
LPL Picks Up Portfolio Tool Maker for $12MThe deal to acquire Blaze Portfolios comes nearly two years after its $28 million purchase of proposal-generator AdvisoryWorld.
October 26, 2020
WisdomTree Teams With 55ip on Tax-Smart Model Portfolios: Portfolio ProductsAlso, Janus Henderson launches floating rate AAA CLO ETF.
October 26, 2020
Fidelity Expands Reach of Its Model PortfoliosFidelity Model Portfolios are now available to advisors on 16 platforms.