Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
FTSE Russell Reconstitutes US Equity Indexes
By Bernice NapachPreliminary changes were announced June 7, but final changes won't be announced until June 28.
June 10, 2019
Nuveen Expands Its Suite of ESG ETFs: Portfolio ProductsOther new offerings include portfolios focused on racial justice and an annuity exchange for advisors.
June 07, 2019
Talk About Impact Investing Can Reveal a Client's ValuesThere are many different avenues to take in impact investing, depending on what causes your client supports.
June 07, 2019
Financial Advisors Use Model Portfolios to Scale Their BusinessesBut some advisors worry that using models will make them look lazy, a Broadridge survey finds.
June 05, 2019
Advising 'Jeopardy!' Champ Holzhauer on His $2.5 Million PaydayThose who come into sudden wealth need advice on how to keep it, says advisor Troy Murphy. Here are his tips.
June 05, 2019
An ETF Fashioned for a Trade WarThe Innovation Alpha Trade War ETF (TWAR) invests in companies that it says can best withstand a trade war.
June 03, 2019
BofA Merrill Brings Advisors to Robo ProgramMerrill Guided Investing will now offer access to advisors.
June 03, 2019
Sex Workers Need Financial Advice, TooLegal sex worker Alice Little tells ThinkAdvisor how she invests her earnings and teaches her colleagues about business management.