Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Abundance of Retiring Advisors Means Growth Opportunities
By Jane Wollman Rusoff"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 17, 2024
Why Do Clients Really Ignore Advice on Annuities?Are advisors' recommendations really being ignored? David Blanchett suggests other factors could be at play.
January 17, 2024
It's Time to Bury the 4% Rule for GoodIt's not reliable in current market conditions, and research on better spending strategies has come a long way.
January 12, 2024
BlackRock Buys Infrastructure Firm for $12.5B in Big Alternatives PushThe purchase of GIP, which manages $100 billion, comes as BlackRock's total assets top $10 trillion.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.
January 11, 2024
What Advisors Think of New Spot Bitcoin ETFsFinancial planners offer wide-ranging views on whether the cryptocurrency vehicles are right for clients.
January 11, 2024
17 Good Funds for Long-Term Investors: MorningstarModest portfolio adjustments could be rewarding over the long term, Russell Kinnel writes.
January 10, 2024
Gundlach: 12 Predictions for Stocks, Bonds, Economy in 2024The DoubleLine CEO sees potential upheaval as new market trends emerge this year.