Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
River of Assets Flowing to Active ETFs: Dave Nadig
By Dinah Wisenberg BrinAlmost 40% of ETF flows this year have been to active funds, Nadig told ThinkAdvisor.
March 02, 2023
Orion Unveils Custom Indexing Tech for Advisors: Tech RoundupAlso, Orion's wealthtech survey shows tech spending to "remain strong and steady" in 2023 despite "macro-economic headwinds."
March 02, 2023
Anti-ESG Bill Passes Senate as Biden Threatens First VetoThe bill strikes down a Labor Department rule allowing retirement plans to weigh climate change and ESG factors.
March 01, 2023
Active Funds Failed to Beat Passive Peers in 2022: MorningstarThe year challenged the notion that active funds navigate difficult markets better than their passive counterparts, Morningstar says.
March 01, 2023
Senate Set to End Labor's ESG RuleThe expected move by Republicans and some Democrats is likely to be vetoed by the president.
February 28, 2023
Cash Is Paying More Than Traditional Stock-Bond PortfolioHigh rates on short-term Treasuries are casting broad ripples in the markets, reduced the incentive to take on more risk.
February 24, 2023
12 Tax-Saving Moves for Client Portfolios: Advisors' AdviceThe right tax strategy could save some of your clients a literal fortune.
February 24, 2023
The Murky Side of Tax-Loss HarvestingA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.