Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
How to Decide if an Annuity Is Right for Your Client: Morningstar's Benz
By Ginger SzalaFrom simple to complex, these products stir debate. Here's what advisors might ponder before recommending them.
June 25, 2020
A Flight Attendant's Dilemma: Take a Pay Cut or Retire Early?Campbell Wealth Management's CEO tells ThinkAdvisor how his firm helped a client whose employer gave her a hard choice.
June 25, 2020
Asset Managers and Strategists of the Year 2020: Shining in Exceptional TimesWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.
June 24, 2020
Investor Advocates Urge DOL to Reverse Policy on Private Equity in 401(k)sNineteen groups argue that private equity options are high cost, complex and often underperform.
June 24, 2020
Schwab Completes Motif Deal, Adds Staffing Info for RIAsThe news comes about three weeks after the Justice Department approved its $26 billion acquisition of TD Ameritrade.
June 24, 2020
Broker-Dealer to Pay $3.1M for Bad Trade DataThe inaccurate and incomplete securities trading information, or "blue sheet data," affected 27.6 million transactions.
June 24, 2020
Overall Asset Manager of the Year: T. Rowe Price"We have one research team for high yield and loans," Massaro said. "Collaboration is a big theme," and it goes even beyond the bank loan and high yield teams. "We can tap into the collective insights from our firm's equity franchise."
June 24, 2020
Strategist of the Year: American Funds"The way we invest is different from most other asset managers. We do not use a style system. Instead we use a multi-manager system that divides the portfolio into segments, each run by an individual manager."