Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
OpenAI, Plaid Aim to Bring Tailored Financial Guidance to the Masses
By Paige SmithUntil now, ChatGPT has only been able to provide generic recommendations.
May 14, 2026
How Taking RMDs in Stock Can Work to Clients' AdvantageClients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.
May 11, 2026
Widow Wins $1.2M From UBS Over Annuity, Margin LoanThe advisor's recommendations and management style resulted in the client "essentially breaking even" over 11 years, her lawyer says.
May 08, 2026
11 High-Dividend ETFs for Passive Income in 2026: MorningstarDividend yield isn't the only factor to consider, Susan Dziubinski writes.
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
May 07, 2026
Gundlach Warns Investors Will Lose Money on Private Credit FundsThe DoubleLine CEO suggests financial advisors are ushering investors into private credit due to high fees, not client interests.
May 06, 2026
Why AI Bots Aren't Ready to Replace Your Fund ManagerIn new investing contests between the world's leading AI models, the verdict so far is unflattering.
May 06, 2026
Oppenheimer in Hot Water for Miscategorizing CMOs: FINRAThe firm was fined $250,000 for identifying securities from private entities as government agency bonds.