Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
CFP Board Rolls Out AI-Powered Exam Prep Tool
By John ManganaroThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.
May 07, 2025
Does the 'Plain Vanilla' 60/40 Portfolio Really Need More Flavor?A U.S. stock/bond mix has outperformed more diversified blends, but some advisors prefer to spice it up.
May 07, 2025
Goldman Adds Custom Public-Private Model Portfolios for RIAsRIAs can offer alternatives alongside mutual funds, ETFs and equity SMAs within models.
May 06, 2025
Morningstar Will Now Call Out Lackluster Private InvestmentsIts rankings will target funds that tend to charge steeper fees in exchange for potentially higher returns.
May 06, 2025
CEOs Celebrate Buffett as He Ends His 5,500,000% RunBofA's Moynihan and JPMorgan's Dimon are among those who've said they learned a lot from him.
May 05, 2025
Buffett Hands Successor a Giant Cash Pile and Many QuestionsGreg Abel is a dealmaker and a business leader but has no stock-picking track record.
May 01, 2025
Two Big Ways Federal Student Loans Could Change for ClientsThe biggest changes to education funding in decades could be on the horizon, Ross Riskin warns.
May 01, 2025
What the LPL-Commonwealth Deal Means for AdvisorsOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.