Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Retail Channel Market Share Nears Parity With Institutional: Cerulli
By Michael S. FischerWirehouses are managing $6.1 trillion in retail assets while independent RIAs manage $3.5 trillion, research finds.
January 08, 2026
Why the 60-40 Portfolio Might Be the Comeback Kid in 2026Given the current climate for stocks and bonds, as well as global uncertainty, its potential deserves revisiting.
January 06, 2026
6 Retirement Income Options That Aren't AnnuitiesA new handbook reviews non-annuity products that wealth managers can bring to bear for retired clients.
January 06, 2026
Younger Savers Capture Opportunities Gen X, Boomers MissedGen Z and millennial savers started contributing to workplace retirement plans at 23 and 28, a survey finds.
January 06, 2026
What Advisors Can Expect From Private Credit in 2026The segment deserves a serious look. But as with all things in finance, structure, history and discipline matter.
January 05, 2026
Are Passive Funds Getting Dangerous?As ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.
January 02, 2026
Bob Doll's 10 Predictions for 2026Last year's outlook proved too conservative, Doll writes. This year's theme: "high-risk bull market."
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.