Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
A Third of Investor Behavior Determined by Genetics: Swedish Study
By Marlene Y. SatterAccording to a study from the Institute for Financial Research in Stockholm, there is a genetic component to the way people invest that makes up about a third of their behavior.
October 06, 2010
What the HNW Should Ask Their Money ManagersOne thing that should have become abundantly clear in the last few years: the inherent conflict of interest between investors and portfolio managers.
October 05, 2010
Millenials, Gen Xers Seek Stodgy Security, Says Guardian LifeInsurance policy buyers under the age of 40 are choosing whole life over other asset alternatives and paying off their policies early, according to Guardian Life Insurance Co. of America.
October 04, 2010
Hitting for Average Rather Than Swinging for the Fences With 3-D Portfolio ModelingThe real challenge for advisors is to find a way to separate yourself from every other advisor offering the same services. Mike Patton's 's differentiator? Three-D portfolio modeling.
October 01, 2010
What Trading Volume Says About ETFsBy now, advisors and even most investors understand the way exchange-traded funds (ETFs) operate. One issue, however, that seems to be a cause of confusion...
October 01, 2010
An Advanced (and Unique) Investment and Tax SolutionA new and unique opportunity exists for advisors and clients to achieve significant investment and tax advantages. Cutting edge advisors who offer comprehensive solutions to...
October 01, 2010
The Future of 12b-1 FeesOn July 21, 2010, the SEC voted to rescind Rule 12b-1 in its entirety and replace it with a new rule, Rule 12b-2. What does this...
October 01, 2010
A Decade of EvolutionThe RIA business has evolved significantly over the past decade. Many important influences are re-shaping the advisory business, even beyond the industry's response to the...