Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
DFA Joins ETF Party, but Is It Too Late?
By Janet LevauxAccording to Morningstar, DFA's fund outflows over the past 12 months topped $19.5 billion on May 31.
July 01, 2020
Model Portfolios Lost $500 Billion in Q1: BroadridgeBut their total assets were $3 trillion.
July 01, 2020
Lawyers: GPB Capital Scam Bilked Investors Out of $1.8BThe law firm also filed a FINRA arb claim against SagePoint Financial on behalf of a client who invested in a GPB portfolio.
June 30, 2020
Morgan Stanley Among Adopters of New 4U Platform: Tech RoundupAlso, Advisor Group introduced Reg BI tools.
June 30, 2020
BlackRock Adopts New Investing Framework Due to PandemicCOVID-19 has accelerated structural trends in inequality, globalization, macro policy and sustainability.
June 30, 2020
10 Worst States for RetirementBlacktower ranked the 50 states based on five key metrics for retirement, and these 10 missed the mark.
June 29, 2020
Why the Orion-Brinker Merger Is a Big DealThe deal makes Orion "substantially bigger overnight," said T3's Bruckenstein.
June 29, 2020
12 Lessons It Pays for Advisors to RememberThese rules have been around a long time, but they still apply.