Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Ed Yardeni Is Getting Nervous About the Speed of S&P 500's Rally
By Lu Wang and Alexandra SemenovaThe index "may be starting a tech-led meltup similar to what happened during the second half of the 1990s," he explained.
January 23, 2024
11 'Up-and-Coming' Investment Strategies to Watch: MorningstarMorningstar believes these fund managers and strategies may offer "enduring advantages and long-term appeal."
January 19, 2024
10 Best Dividend Stocks for 2024: MorningstarThe best dividend stocks are not just the highest-yielding ones, analysts say.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 18, 2024
Flourish Launches Annuity Platform for Independent RIAsThe platform allows fee-based advisors to access annuities for clients without licensing or paper applications.
January 18, 2024
Robinhood to Pay $7.5M Over 'Gamification' PracticesThe case resolves a three-year fight with the Massachusetts Securities Division; Robinhood also admitted to a data breach.
January 17, 2024
Why Do Clients Really Ignore Advice on Annuities?Are advisors' recommendations really being ignored? David Blanchett suggests other factors could be at play.
January 17, 2024
It's Time to Bury the 4% Rule for GoodIt's not reliable in current market conditions, and research on better spending strategies has come a long way.