Portfolio construction is a key area where planners can add value according to Vanguard's Advisor Alpha's research. Join Kimberly Stockton, investment analyst at Vanguard, to examine the five major portfolio construction decisions - asset allocation, sub-asset allocation, active or passive, asset location, and manager selection.
Level of Complexity: Intermediate
March 01, 2018
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00