Fidelity debuts turnkey model portfolios with private equity, credit and real estate exposure for RIAs and broker/dealers ...

The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Triad Wealth CIO Brent Coggins discusses the firm's investment philosophy, international equity exposure and how it navigates market volatility ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Christine Benz: Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

More and more individual investors are turning to artificial intelligence for stock research and investing to gain an edge ...