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 ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...

Financial advisors increasingly understand their value proposition is not their stock-picking savvy or ability to construct a bond portfolio. As the industry moves towards holistic wealth management ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

AUSTIN, Texas--(BUSINESS WIRE)--Planview ®, the leading platform for Strategic Portfolio Management (SPM) and Digital Product Development (DPD), today announced it has completed its acquisition of ...

A new model to measure and analyze corporate strategic meetings management program development and implementation is being constructed by the NBTA Foundation and meetings technology supplier StarCite, ...

UJ’s CTS project office boosts efficiencies through project portfolio management maturity assessment. The University of Johannesburg’s (UJ) Central Technical Services (CTS) project office has ...