Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Why Buying Mutual Fund Winners Can Hurt Portfolios: CFRA
By Bernice NapachTodd Rosenbluth, director of ETF and mutual fund research at CFRA, explains why funds can lead, then lag over a short period of time.
October 14, 2016
For Pre-Retirees Delaying Social Security Benefits, New Tools May Help Fill IncomeLifeYield enhances its Social Security Advantage platform to help advisors replace income when clients delay Social Security benefits.
October 13, 2016
Zacks Rolls Out Actively Managed Robo-AdvisorZacks Investment has launched an actively managed robo-advisor that uses its own research, ETFs and a tech platform developed by Schwab.
October 11, 2016
America’s New Normal Will Look Pretty Slow: Fed EconomistSan Francisco Feds Fernald sees productivity key uncertainty; tepid growth will mean weaker wages and tax revenue gains.
October 10, 2016
Top Portfolio Products: Envestnet Launches DOL Compliance SolutionThe platform enhancement is designed to help advisors comply with the new rule as part of a "seamless wealth management process."
October 10, 2016
Buffett Hits Trump Back: I’ve Paid Taxes ‘Every Year Since 1944’By releasing his tax data, Warren Buffett just fact checked Donald Trump over the candidates claim during the debate.
October 10, 2016
Mexican Peso Strengthens on Trump Woes, Rising OilThe currency has become a bellwether of the presidential elections, according to one analyst.
October 10, 2016
Tech, Energy Propel Hedge Funds’ September Gain: HFRThe HFRI Fund Weighted Composite Index gained a bit in September, posting its seventh straight positive monthly performance.