Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
For Firms in the United Capital Fold, a New Platform
By James J. GreenUnited Capital Financial Advisers has partnered with FundQuest to build a suite of Web-based tools for UCFA advisors and their clients that cover the waterfront...
May 01, 2009
Is Modern Portfolio Theory Dead?Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...
May 01, 2009
The ETF Advisor: Energy EdgeThe nearly $100 per barrel plunge in oil prices since last summer, coupled with the credit crisis and stock market decline, hit the nascent biofuels...
May 01, 2009
BGI to Offer Portfolio Data, Sell iSharesBarclays Global Investors (BGI) has unveiled its ETF Managed Solutions Guide, designed for financial advisors in identifying third-party managers (TPMs) who offer model ETF portfolios....
May 01, 2009
Catching Up With: Jeff MontgomeryJeff Montgomery has seen the advisory business from multiple angles in his career, which is serving him well at Al Frank Asset Management, where he...
May 01, 2009
The Green Advisor: A Triad of ValuesIn this space last month we wrote that while green investing and socially responsible investing (SRI) have much in common, they are not always the...
May 01, 2009
Numerology: No One WayDC Research and Practical Perspectives, two research companies headed, respectively, by Dennis Gallant and Howard Schneider, released in April their most recent findings--"Examining Best Practices...
May 01, 2009
Danger & Opportunity: Raising the BarIf you were asked to nominate a single representative who personifies reason and insight when it comes to investing, combined with integrity and a career-long...