Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Lou Harvey Hits Pfau Back Over Criticism of Dalbar Investor Study
By Jane Wollman RusoffDalbar CEO says Wade Pfau, a professor at The American College of Financial Services, misses the point of QAIB study, calling his criticism silly.
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.
April 11, 2017
How ESG Funds Have Changed Corporate BehaviorYou really can vote with your dollars, says Janet Brown of FundX.
April 11, 2017
Will Edward Jones’ New Ads Lure Experienced Advisors?The firm wants to recruit more veteran advisors, but one recruiter says the idea that the print ad campaign will succeed is "laughable."
April 10, 2017
Trust Company of America Launches ETF Trading Platform: Portfolio ProductsIn other product news, JPMorgan Municipal Income Fund receives Socially Conscious designation from Morningstar.