Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Get the Word Out to Get Women In; Blending Active and Passive Strategies: October Investment Advisor Features—Slideshow
By Editorial StaffFor our second annual womens issue, Investment Advisor spoke with several female executives and business owners for an inside look at the state of women in the industry.
September 29, 2014
When History and Finance Go WrongThe planning fallacy is our tendency to underestimate the time, costs and risks of future actions while overestimating the benefits.
September 29, 2014
The Perils of the Indexing CrowdNew risks emerge as investors pile into a strategy.
September 29, 2014
Cold Call Script Writing LessonLets look closely at these two cold calling scripts. The first has a chance of success. The second has no chance.
September 29, 2014
Advisor Prepares Pro Athletes for Life After SportsLee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes sometimes after meeting the client for less than 15 minutes.
September 29, 2014
Lessons From Bill Gross' Departure From PIMCOTo begin, did PIMCO really not have a succession plan in place for their key man?
September 29, 2014
IRS Blesses 401(k) Rollovers With Pre-, After-Tax ContributionsNew IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
September 29, 2014
Using Monte Carlo in Financial Planning: The AssumptionsWhen creating a financial plan, Monte Carlo simulation can, and in some cases should, be used. Here are the assumptions I test.