Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Active ETFs Saw Record Launches and Closures in 2025
By Dinah Wisenberg BrinNiche strategies led the roughly 40% increase in the introduction of such funds, Morningstar reports.
January 23, 2026
Janus Henderson to Acquire Richard Bernstein AdvisorsThe acquisition aims to position Janus Henderson as a leading model portfolio and SMA provider.
January 22, 2026
T. Rowe Price Launches 'Custom Premier' RIA Model PortfoliosThe partnership with Vestmark aims to deliver tax-efficient portfolio construction capabilities across ETFs and mutual funds.
January 22, 2026
Edelman Financial Engines Embraces Orion TechnologyThe RIA has fully onboarded to Orion's unified tech platform as part of its accelerated growth strategy.
January 22, 2026
Flourish Cash Integrates QuickBooks, QuickenThe collaborations address one of the most requested features from Flourish's growing business client base.
January 15, 2026
DOL's Plan for Alts in 401(k)s Lands at OMBThe proposal is a response to a Trump executive order on the subject.
January 15, 2026
Raymond James to Buy $46B Clark Capital ManagementThe firm will become an independent boutique investment manager within Raymond James Investment Management.
January 14, 2026
Wealthy Clients Need More Advisory Services: BlackRockNew survey findings suggest a gap between client expectations and advisor workflows.