Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
4 Steps to Conducting Client Portfolio Reviews
By Mike PattonYes, its that time again. Here's a practical process for conducting periodic client portfolio reviews.
January 20, 2012
Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008Family offices that oversee assets for ultra-high-net-worth European and American families made tactical adjustments but few strategic changes in the aftermath of the 2008 global financial crisis, according to a new survey.
January 20, 2012
IMCA Conference Comes to NYC Featuring Ezrati, GolubIMCA will bring a wealth of speakers to its Jan. 30-31 consultants conference on Times Square in New York City.
January 19, 2012
Elite Global Consumers Grow More Conservative: Futurewealth ReportWealth creators around the world are less confident about their ability to make money this year, according to a report released Tuesday by Scorpio Partnership as part of its ongoing Futurewealth Project.
January 17, 2012
Americans Raiding Savings, Retirement AccountsIn a move that may be a bad sign for the economy, Americans are spending more, and raiding their savings, college and retirement accounts to do so even as they take on more credit card debt.
January 17, 2012
U.S. Millionaires Recognize Wealth Comes With ResponsibilityAmerican millionaires feel an obligation to "give back" and few are concerned with their ability to do so, according to survey findings released Tuesday by PNC Wealth Management.
January 16, 2012
Private Equity Firms Shovel Millions to Congress: MapLight AnalysisPolitical Action Committees (and individuals connected to private equity and investment firms have given more than $17 million to lawmakers that have been serving since the 109th Congress, a new report released Tuesday by the nonpartisan political research firm MapLight shows.
January 16, 2012
New Tool for Alpha Generation: S&P MarketScopeI'm evaluating Standard & Poor's MarketScope tool to help me with my mutual fund and other investment vehicle selections for client portfolios. So far, so good.