Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Why a New TAMP for Small RIAs Has a Months-Long Waitlist
By Jane Wollman RusoffSmall firms need "more than a call center," Manish Khatta, the quant behind Potomac's Union platform, tells ThinkAdvisor.
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 31, 2020
The Biggest Portfolio News of 2020See what BlackRock, Fidelity, Vanguard and other asset managers were up to this past year in terms of new products, M&A and more.
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.