Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Are You Making These Compliance-Related Annuity Mistakes?
By Melanie WaddellFailing to understand a client's needs and not documenting why the product is suitable are just two concerns, advisors say.
July 17, 2026
Financial Guidance, From One Doctor to AnotherPhysicians need a financial plan but are often targeted by unscrupulous advisors, says Dr. James Dahle, founder of The White Coat Investor.
July 15, 2026
$1.2M Needed to Retire Comfortably: SurveyEight in 10 retirement plan participants expressed at least slight concern about running out of money, Schroders reports.
July 14, 2026
Most Advisors Use Alternatives in Client Portfolios: StudyThe investment class, research finds, has evolved beyond niche allocations to become a more generally adopted plan component.
July 13, 2026
Poor Financial Habits Are a Relationship 'Dealbreaker,' Singles SayA Northwestern Mutual study also asked about the ideal annual income for a romantic partner.
July 13, 2026
Suze Orman Is Wrong About Dividend Stocks in Retirement — and She Isn't AloneThe idea that dividends are income is everywhere in personal finance. For retirees, that's potentially harmful.
July 09, 2026
AI-Created Portfolios Do Worse When Investors Tweak Them: ResearchGreater human input was linked to higher risk without associated returns, an academic team finds.
July 08, 2026
How Advisors Can Help Close Millennial Investing GapsThis generation wants to know how to get started, how to invest wisely and how to build lasting wealth.