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 Investors May Support Bitcoin's Polarizing Rally
By Joanna OssingerBitcoin began December by hitting a record just shy of $20,000. Proponents argue it's muscling in on gold as a portfolio diversifier.
December 04, 2020
Goldman Sells Folio's Retail Unit, Keeps RIA BusinessInteractive Brokers is buying Folio's DIY investor unit, which has some 70,000 clients and about $3 billion in assets.
December 03, 2020
Harry Dent: Market Crash Coming in 2-3 Years; Economy 'Already Dead'And another round of stimulus won't revive it, the "Contrarian's Contrarian" tells ThinkAdvisor.
December 03, 2020
The Rich Are Getting Richer, and That's Good for Advisors: CerulliThe number of high-net-worth households is increasing, and that group controls more than 43% of U.S. investable assets, Cerulli reports.
December 03, 2020
CFAs Going Harder on Sustainable InvestingIncreased demand from retail investors has driven a big boost in interest from three years ago, a CFA Institute survey found.
December 02, 2020
JPMorgan to Buy Maker of Tax-Efficient Portfolio ToolsNews of the 55ip deal comes nine days after BlackRock moved to buy Aperio, a personalized indexer and SMA shop, for $1 billion.
December 02, 2020
Bonds vs. Bond Funds: 6 Reasons to Love BothPrice or convenience? That's one of several issues advisors and clients have to consider when shopping for fixed income products.
December 02, 2020
4 Insights on Wealth Building From Morgan HouselTips in "The Psychology of Money" can help you frame discussions with clients about saving, investing and retirement for years to come.