Portfolio construction

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?

Procure Holdings’ intergalactic foray is part of a broader industrywide push into so-called thematic funds.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.

It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.

Evidence-based portfolios have been a bust over the last decade, and they may become a tough sell for the average investor.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

The move is a bid to gain more say over what advisors recommend to clients.

The real question is, how long are you willing to stay with a trade if you're sure you're right.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

Although earnings in a deferred annuity will not be included in an investor's adjusted gross income, future withdrawals from the annuity could trigger a bigger tax bill.

Few dividend-oriented funds use this important metric to find stocks.

It would raise enough new revenue to more than restore long-term balance of the program.

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Planners share their favorite out-of-left-field appeals for advice.