Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Gabelli Names Leininger as a Portfolio Manager
By Marlene Y. SatterRobert Leininger, CFA, was named Monday as portfolio manager of the Gabelli Dividend and Income Trust Inc., according to GAMCO Investors, Inc.
September 27, 2010
The Insightful Approach to Asset AllocationThis column will explore asset allocation on an ongoing basis from a simple yet relatively untried premise: Asset allocation is indeed the most critical determinant of an investment program's success.
September 26, 2010
To Motivate Workers, Flash Dollar Sign, Brain Study FindsIf you've ever wondered how some people managed to stay focused on financial goals, look no further than the currency in your wallet, states a Journal of Neuroscience study.
September 23, 2010
Three Portfolio Studies Worth a Quick ReadRecent research from Vanguard, "Financial Analysts Journal" and the "Journal of Banking and Finance" provides in-depth insights for advisors.
September 23, 2010
Morningstar Enhances Reporting Function in Office Suite for AdvisorsMorningstar Inc. announced Wednesday a new tool called Report Studio for its portfolio management and reporting application.
September 23, 2010
Fed’s Quantitative Easing Plan May Burst Growing Treasury BubbleFederal Reserve policymakers' decision to buy more Treasury debt as interest rates stay at historic lows may give the U.S. economy the stimulus it needs, but it also may help contribute to a growing Treasury bubble.
September 16, 2010
Top Advisor Scandals of the WeekWe begin overseas in South Africa, where alleged swindler Barry Tannenbaum's $1.8 billion Ponzi scheme now has some of its victims in trouble as well.
September 15, 2010
TD Ameritrade Launches New Unified Managed Account PlatformRIAs will have more portfolio management flexibility and investment choice