Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Trump’s Tax Plans Coming Next Week, White House Official Says
By Margaret TalevWord comes as president approaches end of his first 100 days; key Senate panel said not to have seen final details yet.
April 20, 2017
Lou Harvey Hits Pfau Back Over Criticism of Dalbar Investor StudyDalbar CEO says Wade Pfau, a professor at The American College of Financial Services, misses the point of QAIB study, calling his criticism silly.
April 20, 2017
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation SourceA Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.
April 19, 2017
Ric Edelman Unveils Novel Social Security Supplement PlanEdelmans plan asks the government to set aside a small one-time sum in a trust fund for each child born in the U.S.
April 18, 2017
Even Fiduciary Champions Push DOL to Change RuleComments from fiduciary rule supporters, like the Investment Adviser Association and Vanguard, urged the Labor Department for revisions.
April 17, 2017
The Game Theory of Overbooking FlightsDelta said it could increase the incentives for voluntary denied boarding. But what if insights from game theory inform passengers reactions?
April 14, 2017
JPMorgan Launches Digital Model Portfolios: Tech RoundupJPMorgan announced on Tuesday that it has partnered with wealth management technology platform GeoWealth to give RIAs access to digital model portfolios.
April 14, 2017
GOP Proposes Radical Change to 401(k) SystemMove to Roth system could have unintended consequences, including killing employers' incentives to offer defined contribution plans.