Building Blocks: Personalized Portfolios, Built to Scale Garrett Fish | Head of Model Portfolio Management Last Updated: August 04, 2026 The Quick Take Advisors asked for greater customization — so LPL Research built it. Our new building block model portfolios let...
LPL Research Last Updated: July 31, 2026 LPL Research provides its Weekly Market Performance for the week of July 27, 2026. Global markets ended the month of July navigating mixed corporate earnings, artificial intelligence (AI) scrutiny, and the latest Federal...
Boutique vs. Big in Investment Manager Selection Derek Beiter | Senior Investment Analyst Last Updated: July 30, 2026 Sometimes our Investment Manager Research team is asked whether we are biased for or against boutique investment managers as compared to larger-scale...
Oil, Inflation, and Earnings: A Market Balancing Act LPL Research Last Updated: July 29, 2026 Today’s blog is written by Chris Fasciano, chief market strategist at Commonwealth. He represents Commonwealth in various media appearances, advisor speaking events,...
Red Flags That Never Show Up in Manager Performance Screens Carter France | Co-Head of Manager Research Last Updated: July 28, 2026 In my May 19, 2026, article, “Why Most Portfolio Manager Mistakes Seem Smart at the Time”, I explored a difficult reality of manager...
LPL Research Last Updated: July 24, 2026 LPL Research provides its Weekly Market Performance for the week of July 20, 2026. U.S. equities traded lower on the week as investor worries around the costs and returns of artificial intelligence investments tamped risk...
