Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Shake-Up Coming to Dow Jones Industrial Average
By Janet LevauxThree firms — including a major energy player — are out, as their replacements join the 30-component index.
August 24, 2020
Vanguard Shakes Up International Fund TeamSome changes to the active management team will slightly increase the one-star fund's expense ratio.
August 24, 2020
Thinkorswim Complaints Continue Into Second WeekThe issue was resolved before market open on Wednesday, according to TD Ameritrade. But users on Monday reported slowness and other issues.
August 24, 2020
In an Uneven Recovery, Advisors Should Mind These 3 Key Market FactorsWhile there is much uncertainty in both the country and the world right now, the numbers seem encouraging.
August 24, 2020
Betterment Rolls Out 401(k) Plans for AdvisorsUsers of Betterment for Advisors will be able to offer the retirement plans to their business clients.
August 24, 2020
Vanguard Changes Energy Fund's Benchmark: Portfolio ProductsAlso, Alger to launch its first two ETFs.
August 21, 2020
Schwab's Free Planning Tool Means Advisors Must 'Think Like Sharks'Advisors need to "keep swimming or drown," Craig Iskowitz of Ezra Consulting said. "You have to offer the best service to survive."
August 20, 2020
Schwab Launches Free Financial Planning Tool"It's a brilliant move" against rivals said Gavin Spitzner of Wealth Consulting Partners, who predicts Schwab's RIA clients will have "a divided response" to it.