Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Tax Reform Offers Relief for Taxable 401(k) Loans
By Robert Bloink and William H. ByrnesRules governing 401(k) plan loans can trigger taxes, but the tax overhaul provides some relief.
May 24, 2018
What Will Be Advisors' Greatest Challenge This Year?Advisors' skills — both emotional and analytical — are going to be in high demand this year, Natixis says.
May 23, 2018
Don't Let Fear of Taxes Lead to Portfolio StagnationCapital gains taxes can lead to inertia when clients are hesitant to make beneficial long-term changes at a short-term cost.
May 23, 2018
Gundlach: Oil to Go Higher, Dollar to WeakenDoubleLine's Bond King also described his bullish view on commodities during a webcast Tuesday
May 22, 2018
House Approves Biggest Rollback of Dodd-FrankThe bill, already approved by the Senate, will almost certainly be signed by the president who has railed against financial regulation.
May 22, 2018
This Technique Gets You to 'Yes' Faster, Without Sales PressureNegotiation expert Raphael Lapin tells ThinkAdvisor how advisors can become better closers while improving client satisfaction.
May 22, 2018
The Growing Global Popularity of Smart Beta StrategiesThe strategies are even more popular in Europe than the U.S., a new FTSE Russell survey shows.
May 21, 2018
'Father of 401(k)s' Says Big Changes Are NeededThe investment structure of 401(k)s is "terribly inefficient and ineffective and expensive," Ted Benna says.