Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Center for Retirement Research Argues for Use of Longevity Bonds
By John SullivanThe Center for Retirement Research at Boston College released Tuesday, June 8, a new issue brief that makes the case for so-called longevity bonds.
June 07, 2010
Envestnet Buys B-Ready Outsourcing for Schwab Portfolio UsersEnvestnet, a technology solutions provider for broker/dealers and RIAs, announced its acquisition of B-Ready Outsourcing, whose software is used in Schwab's Portfolio Center.
June 04, 2010
BNY Mellon's Pershing Publishes International Investing GuidebooksPershing LLC, a BNY Mellon company, has launched an educational program on international investing to help broker-dealers and RIAs sell global investments.
June 04, 2010
AEF Says Donor Advised Funds Surge as Charitable Contributions RiseFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
June 04, 2010
Stock Market Battered on Disappointing Jobs ReportStocks tumbled Friday, June 4, after the Labor Department said hiring remained weak, and Hungary became the latest European country to report its economy is in crisis.
June 03, 2010
Vanguard Adds Target-Date Fund, Giving Fund Giant 12 Lifecyle FundsThe Vanguard Target Retirement 2055 Fund could help the fund giant market its products to investors now between 18 and 22 years of age
June 03, 2010
TD AMERITRADE Survey: Majority of RIAs Lack a Succession PlanMany advisors have been unable to identify a qualified successor.
June 03, 2010
81% of Annuity Consumers Want Living Benefit Guarantees, IRI Report ShowsMore than 81% of U.S. consumers in the variable annuity market wanted a lifetime guarantee of income, the Insured Retirement Institute (IRI) reported in a study released Thursday, June 3.