Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
LPL Picks Up Portfolio Tool Maker for $12M
By Janet LevauxThe 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.
October 23, 2020
Is the Real Estate Market Going to Crash?Despite the many risks, there are compelling reasons to selectively invest in real estate right now.
October 23, 2020
5 Investing Moves to Consider if Biden Wins ElectionJeff Mortimer of BNY Mellon Investment Management makes some recommendations.
October 23, 2020
Advisors Get an 'A' From Investors on Pandemic Response: SurveyAdvisors who recommended investing more rated highest in client satisfaction.
October 23, 2020
Schwab Model Portfolios Added to Riskalyze Platform for AdvisorsThe 14 portfolios offer RIAs risk-based allocations they can implement and adjust using ETFs.
October 22, 2020
Betterment Expands Socially Responsible Investment OfferingsBetterment for Advisors and other channels can access the new Climate and Social Impact portfolios.