Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Mariner Wealth Offers Bitcoin SMA to Clients
By Jeff BermanThe move comes less than three months after Fidelity said it would launch a Bitcoin fund.
November 16, 2020
Why Fidelity's New Advisor Platform Is a Big DealNo other firm offers anything quite like FMAX, but that will change quickly, industry watchers tell ThinkAdvisor.
November 16, 2020
Investors With Advisors More Confident in Investment StrategyConfident investors were more likely to have recently dined in a restaurant or made travel plans, a Franklin Templeton–Gallup study found.
November 16, 2020
Takeover Battle Emerges for Cathie Wood's Ark in Stellar YearHer flagship fund ARKK has attracted almost $5.8 billion this year and is currently up more than 98% in the span.
November 16, 2020
Fidelity Rolls Out Comprehensive Wealth Platform for AdvisorsThe Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.
November 16, 2020
Orion Adds More BlackRock Strategies: Portfolio ProductsAlso, State Street introduces a new fixed income SPDR ESG ETF.
November 13, 2020
Merrill Adds Vanguard, Goldman to Model Portfolio LineupOther asset managers joining the program, which has a $50,000 minimum, are DWS, Neuberger Berman and Columbia Threadneedle.
November 13, 2020
Competition Among Alternative Asset Classes Stiffens, EY ReportsAlternative fund managers adapt well to the new COVID-19 reality.