Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Research Affiliates Screens for Smart vs. Dumb Dividends
By Gil WeinreichThe investment firm says its dividend strategy adds 2% per year by picking "cherries" and screening out "lemons."
June 10, 2015
House Panel to Keep SEC Budget Flat as Lobbyists Lose Hope on User FeesThe advisory industry needs to move on to other [exam] options like third-party audits and raising the AUM threshold for state-examined advisors, says TD's Schweiss.
June 10, 2015
UBS Makes Case for Borrowing as an Investment StrategyIf 2%-plus yields on 10-year Treasuries don't excite you, then logic dictates you should take the other side of the trade by borrowing cheaply.
June 10, 2015
Gundlach: Bond Market Is Wrong to Predict Rate Hike This YearDoubleLine CEO Jeffrey Gundlach puts the odds of an interest rate hike before the end of the year at less than 50%.
June 10, 2015
Luring Millennials Is a Waste of Advisors’ TimeAdvisors are bombarded these days by urgent calls to attract young clients. Here's why that advice is off the mark, editor-at-large Bob Clark writes.
June 10, 2015
IRS Deadlines Loom for Taxpayers With Offshore AccountsIRS reminds taxpayers of important June deadlines for FATCA and FBAR filings.
June 09, 2015
Alleged Flash-Trading Mastermind Lived With Parents, Couldn’t DriveNav Sarao is accused of helping to wipe $1 trillion off the financial markets in 2010; he is now in a U.K. prison.
June 09, 2015
15 Best Paying Jobs for College Business Majors: 2015PayScale looks at popular careers for business majors and the salaries that can be expected.