More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

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 ...

Cullen Roche has written a book called Your Perfect Portfolio. Navigating this current environment and investing timelines ...

The explosion of registered funds, continued tech developments, and the move by many big-name alternative asset managers into the wealth space fueled advisor adoption of private investments in 2024, ...

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized solutions, clear messaging stands as a pivotal element for asset managers aiming to ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

Advisors reported having an average of 39% of their current assets under management in model portfolios, up from 32% three years ago, according to Model Portfolios: Adaptive Solutions for Advisory ...