Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Jeffrey Gundlach: Passive Investing a 'Trap' Amid Huge Tech IPOs
By Dinah Wisenberg BrinInvestors choosing the passive approach should prioritize equal-weighted indexes, Gundlach suggests.
July 27, 2026
Two Ex-Athletes Launch Sports Fund With $500 MinimumThe mission of the Champions Fund, Marques Colston and Nick Edwards say, is "alts for all!"
July 27, 2026
Investors Have a New Tool to Wager on the Biggest U.S. StocksCME Group Inc. has launched single-stock futures, allowing investors to hedge or speculate on more than 50 U.S. companies.
July 23, 2026
15 Biggest Wealth-Destroying Funds Over the Past 10 Years: MorningstarThe study focused on firms with the biggest increase in asset size after subtracting total inflows and outflows.
July 22, 2026
Orion's Reed Colley: What the Future of AI Looks Like for RIAs"AI is an incredible accelerant" for the evolution of holistic advice, the Orion Advisor Technology president says.
July 21, 2026
Envestnet Debuts Wealth Trading PlatformThe new solution connects portfolio management, trade creation, order review, execution and auditability.
July 20, 2026
PRO
Are You Making These Compliance-Related Annuity Mistakes?Failing to understand a client's needs and not documenting why the product is suitable are just two concerns, advisors say.
July 20, 2026
Are Dividend Stocks Right for Retirement? It Depends on Who You Ask.Suze Orman likes them. Michael Finke isn't so sure. And other experts wonder why growth stocks couldn't complement them.