Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Envestnet | Tamarac App Now Available on Salesforce
By Danielle AndrusThe Tamarac app available on the exchange will help advisors integrate client, household and account data from its portfolio management software.
August 28, 2017
5 Investment Lessons From ‘Game of Thrones’Disruptive technology, diversity and family succession planning are central to the struggle for supremacy in the fictional world of Westeros.
August 23, 2017
Advisors Sticking With Active Investments: Practical PerspectivesMost advisors have not changed their overall use of actively managed solutions in the past 12 months.
August 22, 2017
Thrivent Fights DOL Fiduciary Rule’s Anti-Arb ClauseThe DOL's statement that it won't enforce the anti-arbitration rules under BICE doesn't address Thrivent's concerns, the insurer's lawyer says.
August 21, 2017
Study Shows 96% of Stocks Don’t Beat Treasuries in Long TermProfessor Hendrik Bessembinder was surprised to find that market gains were attributable to only a small number of "powerhouse" stocks, he told ThinkAdvisor.
August 21, 2017
Life Agents Face Internal Awareness Threat: Marvin FeldmanThe head of a major outreach campaign wants producers to reach out to their home offices.
August 21, 2017
VelocityShares Launches Libor Rate ETNs: Portfolio ProductsAlso, Principal Financial launches a new retirement design solution.
August 19, 2017
Aflac Turns to KKR as Kirsch Diversifies $120 Billion PortfolioThe company hopes to offset pressure from low rates on government bonds in the United States and Japan.