Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Advisor Tech News of 2024: An Evolving List
By Janet Levaux"It's a human-driven advisory service," said Ritholtz CEO Josh Brown about its GoodAdvice digital offering, which uses AdvisorEngine technology.
January 24, 2024
Getting Clients to Buy Into the Return to NormalcyAdvisors can help cash hoarders and pessimists see the potential benefits of investing in the market.
January 24, 2024
60/40 Portfolio 'Was Never Dead': Vanguard ResearcherThe foundational allocation roared back last year after a rough 2022, said Fran Kinniry.
January 23, 2024
11 'Up-and-Coming' Investment Strategies to Watch: MorningstarMorningstar believes these fund managers and strategies may offer "enduring advantages and long-term appeal."
January 19, 2024
10 Best Dividend Stocks for 2024: MorningstarThe best dividend stocks are not just the highest-yielding ones, analysts say.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 18, 2024
Flourish Launches Annuity Platform for Independent RIAsThe platform allows fee-based advisors to access annuities for clients without licensing or paper applications.
January 18, 2024
Robinhood to Pay $7.5M Over 'Gamification' PracticesThe case resolves a three-year fight with the Massachusetts Securities Division; Robinhood also admitted to a data breach.