Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
SIFMA’s Bentsen: DOL Rule Will Have Unintended Consequences
By Bernice NapachSIFMA president also blasted the Obama administration's comments that the brokerage industry's business model "rests on bilking" clients.
April 06, 2016
Lawsuits Won’t Stop DOL Fiduciary Rule, Perez SaysOpponents to the rule are on the "wrong side of history," said Labor Secretary Thomas Perez.
April 06, 2016
How the DOL Fiduciary Rule Will (and Won’t) Affect RIAsAn early look at the final rule suggests a lesser impact, though compliance caution is still warranted.
April 06, 2016
Perez: Final DOL Fiduciary Rule Includes Big Changes to Deadlines, BICEWe listened, we learned, we adjusted, Labor Secretary Thomas Perez said, and youll find that in the final rule.
April 05, 2016
The ABCs of the DOL Fiduciary RuleThese basic terms will help advisors and other financial services professionals better understand the DOL fiduciary rule.
April 05, 2016
Q1 Large-Cap Fund Performance Worst in 18 Years: MerrillLess than a fifth of large-cap funds beat the S&P 500, the lowest quarterly "hit rate" since Merrill Lynch started collecting data in 1998.
April 04, 2016
How to Increase Financial Literacy? Start Young, Train TeachersBy the time students reach college and take on heavy debt loads, valuable lessons have been missed, PwC warns.
April 04, 2016
Get Ready for Another Wild Ride in Q2: Schwab StrategistsLiz Ann Sonders, Brad Sorensen and Jeffrey Kleintop say to expect market conditions similar to Q1, including plenty of volatility.