Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Scottrade Charged Under DOL Fiduciary Rule in Massachusetts
By Melanie WaddellThe charge, involving sales contests, appears to be the first state-level action involving the Labor rule.
February 14, 2018
Bob Doll’s 10 Post-Correction PredictionsWhile Doll thinks the worst of the correction is over, he says messy market conditions may continue.
February 14, 2018
Tax Law Guts Fannie’s Bottom Line; Needs $3.7B From U.S.The mortgage finance company lost over $6 billion in the fourth quarter because asset values declined as a result of the new tax law.
February 14, 2018
FINRA Seeks Tougher Rules on Brokers Switching Firms With Unpaid Arb ClaimsProposed changes would allow FINRA to presumptively deny a new applicant subject to pending arbitration claims
February 14, 2018
Sweetheart Scams & Retirees: What Advisors Need to KnowMichael Bruemmer of Experian talks to ThinkAdvisor about these shockingly common scams, which most frequently target retirees.
February 14, 2018
Top 10 States With Most Millionaires Per Person: 2018Wealthy Americans are concentrated in blue states, which will take the biggest hit from the new tax law.
February 14, 2018
US Companies Lag on Corporate Governance: Allianz Global InvestorsThe firm just launched a proxy voting tool disclosing its votes on shareholder and management proposals, including "no" votes on 45% of U.S. comp proposals.
February 14, 2018
4 Ways Persistent Low Returns Affect Retirement Behavior: NBERA new NBER paper examines how the low interest rate environment can change retirement decisions.