Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Vanguard Signs Updated 'Passivity Agreement' to Limit Its Influence on Banks
By Dinah Wisenberg BrinThe pact removes the immediate threat to Vanguard’s ability to buy bank stocks, Vanguard watcher Jeff DeMaso says.
December 30, 2024
BlackRock’s Bitcoin Fund Became ‘Greatest Launch in ETF History’In just 11 months, iShares Bitcoin Trust grew to a behemoth with more than $50 billion in assets.
December 27, 2024
What Will You Do Differently in 2025?If you make several resolutions and keep a couple each year, you should make steady improvements.
December 26, 2024
Who Will Vote on Fed Policy Next Year?The four new voters are based at regional banks in Boston, St. Louis, Kansas City and Chicago.
December 26, 2024
How One RIA Unlocked Growth by Outsourcing Investment ManagementFor Michael Manning, this means he can sleep better at night while his firm nears $1 billion in assets.
December 26, 2024
‘God Bless America’ Fund Tops S&P 500Meanwhile, a Democratic-themed fund is also beating the benchmark thus far in 2024.
December 23, 2024
2 Big Takes on the Market in 2025The sentiment of Schwab and Fidelity analysts is mainly bullish — with caveats.
December 23, 2024
SEC Fines RIA Over Marketing Rule ViolationsAtlas Financial Advisors falsely claimed its Portfolio Shield strategies' hypothetical performance was validated by Morningstar, the regulator says.