Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
3 Myths of Retirement Investing
By Rod GreenshieldsRod Greenshields of Russell Investments sees three widespread myths that threaten the financial health of investors, particularly those in or near retirement.
June 15, 2015
Maria Bartiromo: More ‘Money Hammer’ Than ‘Money Honey’The Fox anchor talks to ThinkAdvisor about her advice for FAs, why business news is sexy and why beauty only gets a journalist so far.
June 15, 2015
First Impressions of Redtail’s CRM OfferingNow that I've talked to an actual person at Redtail, I've been impressed with its CRM offering for advisors.
June 13, 2015
Vintage Watch Prices Keep on TickingThe best vintage watches are "fetching phenomenal sums of money right now," longtime collector James Dowling says.
June 11, 2015
Research Affiliates Screens for Smart vs. Dumb DividendsThe investment firm says its dividend strategy adds 2% per year by picking "cherries" and screening out "lemons."
June 11, 2015
El-Erian: Fed to Hike Rates in SeptemberThe impending tightening of monetary policy, the economist says, will be "the loosest tightening in the modern history of central banking."
June 10, 2015
MSCI Defers China Inclusion, Opts to Work With RegulatorIssues over the addition of A-shares into the global benchmarks have not yet been fully resolved.
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.