Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
How to Navigate the Evolving ETF Landscape
By Matt BarryInvestors' increasing demand for these products highlights the need for advisors to understand them in depth.
October 23, 2024
Best & Worst Individual Annuity Providers: J.D. Power, 2024Many customers do not fully understand the products they buy, according to a new study.
October 23, 2024
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the DogTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.
October 22, 2024
JPMorgan, at Odds With Goldman, Sees Solid Run Ahead for StocksThe bank's analysts, including David Kelly, expect large-cap equities to return an annualized 6.7% over the next 10-15 years.
October 21, 2024
CFA Institute Researches AI's Impact on Testing and CurriculumThe use of AI over the next five to seven years could involve making the exams more interactive, says the CFA Institute's CEO.
October 21, 2024
WisdomTree Hit With $4M Fine Over ESG FundsThe firm misstated that funds avoided companies involved in fossil fuels and tobacco, the SEC said.
October 21, 2024
Hightower Takes Majority Stake in Investment Consulting Giant NEPCBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 21, 2024
Decade of Big S&P 500 Gains Is Over, Goldman Strategists SayThe index should post an annualized nominal total return of just 3% over the next 10 years, say strategists with the bank.