Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Edward Jones Gets OK to Open a Bank
By Melanie WaddellThe Utah-chartered institution, launching by early 2027, will partner with advisors to bring bank offerings to clients.
February 26, 2026
Texas Says Vanguard Settles Collusion Suit for $29.5MThe lawsuit accused the asset manager of colluding to manipulate the energy market and reduce coal output.
February 26, 2026
Ritholtz to Launch Its First ETFThe actively managed Goaltender ETF will adjust stock exposure based on market trends.
February 23, 2026
When Your Client Says 'I Can Take It From Here': Advisors' AdviceWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
February 13, 2026
'Big Opportunity, Big Risk': What Clients and Advisors Must Know Before Investing in AltsThe alts education gap is "one of the biggest risks in wealth management," Dana D'Auria of Envestnet tells ThinkAdvisor.
February 13, 2026
11 Predictions for Wealth Management in 2035: McKinseyFour business models are likely to prevail, the consultancy suggests.
February 11, 2026
Kestra Taps Addepar for Affiliated Advisors' Client PortalKey features of the new solution include a unified, transparent view of client wealth across accounts.
February 10, 2026
11 Actively Managed ETFs to Buy in 2026: MorningstarActive funds as a group have struggled to beat their indexes, yet some managers have outperformed, Susan Dziubinski writes.