Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Focus Adds $675M ESG-Focused Wealth Group in New York
By Janet LevauxThe purchase of Seasons of Advice is the 12th deal for the RIA aggregator this year.
August 31, 2020
Direxion Introduces Connected Consumer ETF: Portfolio ProductsAlso, T. Rowe Price is changing the strategy of its long-term U.S. Treasury fund from active to passive.
August 28, 2020
Fidelity to Launch Inaugural Bitcoin Fund for Wealthy InvestorsThe passively managed product should be made available to qualified buyers through RIAs, family offices and other institutions.
August 28, 2020
Investors Should Add 5-8 Year 'Cushion' to Retirement Plan: MorningstarMany people live longer than they think and are in danger of running out of money, a study finds.
August 28, 2020
LPL Adds YCharts to Vendor ProgramYCharts' investment research and related tools are now used by more than 5,000 RIAs.
August 26, 2020
A Clear Path to Client Satisfaction: Add Alpha, Stay InvestedLower returns in equities and fixed income mean advisors have to get creative.
August 25, 2020
Schwab Model Portfolios Now on Envestnet PlatformThe new Schwab Model Portfolios for RIAs, available upon request, include seven risk-based allocations with a behavioral overlay.
August 25, 2020
Pershing Streamlines Alts Offerings for AdvisorsThe clearing and custodial firm has integrated its technology with the CAIS and iCapital Network platforms.