Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

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 ...

Vestmark announced a partnership with BlackRock meant to combine advanced portfolio management with tax management capabilities. Specifically, the partnership will combine Vestmark’s VAST tax ...

The Siegel-WisdomTree Longevity Model Portfolio was launched in 2019 as a collaboration with our Senior Investment Strategy Advisor, Dr. Jeremy Siegel, Professor of Finance at Wharton School. The ...

Fidelity Investments will now offer alternative investments as options for its custom model portfolios for RIAs and broker/dealers. Fidelity Custom Model Portfolios will allow advisors to combine ...

Capital Group today launched 12 new model portfolios that include both actively and passively managed components. The funds are designed to replicate the way many financial advisors invest client ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Advisors need to be unbiased, but what about the model portfolios they choose? Not surprisingly, when issuers create a model portfolio, they’re incentivized to include their own ETFs. But more and ...

NEW YORK, April 11, 2019 /PRNewswire/ -- Global X Management Company LLC (Global X), the New York-based provider of exchange traded funds (ETFs), today announced that a suite of seven proprietary ETF ...

Put it this way: research analysts and model portfolios don’t go hand in hand. Meaning, of course, an analyst can’t provide model services, according to cskruti.com. Nope. None. Nada. "I have been ...