Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
30 Best iPad Apps for Financial Advisors
By Joe Del BeneHere are advisors' favorite apps for networking, productivity, travel and more, according to ClientWise and its readers.
October 01, 2014
Dissecting John Bogle’s Anti-ETF BanterThe Vanguard founder often cites exchange-traded funds as a source of investor and market woes. Is that view warranted?
September 30, 2014
Clients’ Emotional Decisions Give Financial Advisors AngstMeanwhile, few few investors say they see a connection between managing their emotions and investment success.
September 30, 2014
Bill Gross’ Departure: What Plan Fiduciaries Need to KnowPIMCO's Total Return Fund, previously managed by Gross, is a "pillar" of many 401(k) platforms. Will it stay that way?
September 29, 2014
Energy: Powerful ProductionOn August 5, Southwest Gas Corp reported second quarter earnings of $0.21 per share vs. $0.22 per share last year. Excluding COLI, earnings were $0.16 per share versus $0.18 per share.
September 29, 2014
3 Investments Retirees Should Avoid: Morningstar's BenzSome assets can add volatility, expenses and stress to retirement portfolios (with little upside).
September 29, 2014
Get the Word Out to Get Women In; Blending Active and Passive Strategies: October Investment Advisor Features—SlideshowFor 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
How to Blend Active and Passive Investing Strategies for Better OutcomesAdvisors historically invested exclusively in either active strategies or passive strategies, rarely using them together.