Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
LPL Names Cheri Belski Head of Investment Management Solutions
By John ManganaroCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.
September 25, 2024
How the NFL Became an Alternative InvestmentExposure to professional sports fits comfortably in a modern portfolio asset mix, says Neil Blundell of CAIS.
September 24, 2024
BlackRock and Vestmark Partner to Enhance Custom Model PortfoliosThe firms are combining tax management capabilities with portfolio construction methodology for RIAs.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.
September 23, 2024
What the Fed's Rate Cut Means for Life and Annuity Bulls and BearsA longtime agent has ideas for how to present the news to clients.
September 20, 2024
Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity ReversalThe new partnership with 401GO will enable financial advisors to be paid directly from 401(k) accounts.
September 19, 2024
Biblical ETF Firm Misrepresented Its Investing Strategy: SECThe SEC fined Inspire Investing $300,000, saying it didn't follow its own screening criteria.
September 19, 2024
Help Clients Diversify a Portfolio With AnnuitiesSome clients have nerves of steel. Others don't.