Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Are flat fees really better for clients — or for advisors?
By Bob ClarkThe current "all or nothing" thinking that advisors have to be either 100 percent flat fees or 100 percent AUM fees obscures the advantages of both.
July 06, 2015
Generating Returns While Protecting Portfolios From a CrashBecause stocks have continued to trend higher for so long, there is a growing sentiment that the other shoe may be about to drop.
July 02, 2015
S&P 500’s Winning Streak Tops 1,370 DaysHow does today's market rise compare with other bull runs?
July 02, 2015
Top Portfolio Products: ProShares Adds Currency-Hedged ETFDeutsche Asset & Wealth Management rolls out a Japan ETF as Calvert launches large-cap indexes.
July 02, 2015
Why Bob Veres Is Wrong on Flat FeesSorry, Bob, but from a client's perspective, flat fees fall flat.
June 30, 2015
Puerto Rico Bonds May Be Hiding in Your Clients’ PortfoliosInvestors in muni bond funds or ETFs may have exposure to those bonds, now trading around 64 cents on the dollar, without even knowing it.
June 30, 2015
Bill Gross: 6 Scenarios That Would Threaten ‘Shadow Banking System’That system includes asset management firms, says the Janus portfolio manager, who takes time in his monthly investment outlook to criticize former PIMCO colleagues.
June 30, 2015
Do you have a personal pension plan?Some of your clients who dont have pensions and must rely solely on defined contribution plans would still benefit from a guaranteed lifetime income.