Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Ameriprise Smacked With SEC Share-Class Violation Fine
By Melanie WaddellThe firm agreed to settle charges that it recommended and sold higher-fee mutual fund shares to retirement account customers.
February 28, 2018
How to Protect Clients' Assets From Blended-Family FeudsVeteran estate and trust attorney Michael Hackard talks to ThinkAdvisor about how to deal with money-grubbing stepmothers and shares his protocol for protecting clients with cognitive decline.
February 27, 2018
How to Achieve True Portfolio DiversificationA look at what measurements to consider when evaluating managed futures funds.
February 27, 2018
What's Driving the Growth of Sustainable Assets?The entry of big traditional investment managers should accelerate fund flows, a report says, as groups like Putnam move to launch more ESG-focused products.
February 27, 2018
A Hidden Risk That Could Crack a Nest EggAdvisors don't have to be insurance experts to protect their clients from the risk of property-related losses.
February 27, 2018
Top 20 LGBT-Friendly Cities for RetirementNot all U.S. cities put out the welcome mat for those living nontraditional lifestyles.
February 27, 2018
Fixed Income Hasn't Peaked: SchrodersMore risky fixed income sectors, like credit, may have peaked for this cycle, Schroders says.
February 27, 2018
Barbara Roper Urges DOL Chief to Crack Down on Fiduciary RulebreakersFirms that aren't making good-faith efforts to comply with the rule should be sanctioned even under Labor's non-enforcement policy, Roper's Consumer Federation of America argues.