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 Custom Indexing Can Help Clients With Complex Tax Needs
By Jane Wollman RusoffCustom indexing will be widespread in five years, Patrick O'Shaughnessy predicts in an interview, and one reason is tax planning.
February 26, 2021
Midland National Puts ESG in Indexed AnnuityThe company says the contract is the first non-variable indexed annuity with an ESG option.
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 25, 2021
Joe Duran: 9 Ways to Help Clients Live Richly Instead of Dying RichHere's how to help clients live the lives they want, according to the head of Goldman Sachs Personal Financial Management.
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.