Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
HD Vest Reps Add $94M in AUM Thanks to Tax Talks, Tools
By Janet LevauxAn enhanced software program helps reps process more client information so they can grow their practices.
November 14, 2014
Charities’ Portfolios Rose 15% in FY2013: CommonfundSurvey of 60 operating charities shows investment returns rose from 11.7% in 2012; domestic equities delivered 31%; bonds in negative territory.
November 14, 2014
Top 9 Investor Threats for 2015: NASAAState regulators are seeing classic threats to investors morph into new or altered dangers, many fueled by the Internet, says NASAAs president.
November 13, 2014
3 Cool Tech Products for Advisors at T3T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
November 13, 2014
Advisor on Mission to Make Clients—Yours and Hers—HappierDonna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.
November 13, 2014
Hennessy Funds’ Chief Sees Dow at 20,000, ‘Loves’ JapanWith the yield on the Dow at nearly 2.2%, Neil Hennessy says hes not going out on a limb in forecasting a continuance of the bull market.
November 13, 2014
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and TrustsAn advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
November 12, 2014
What’s Your Client’s ROI? New Tech Tool Adds up the ScoreRedtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.