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 ...

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 ...

Fidelity Investments has expanded its model portfolio lineup for wealth management firms with the launch of two all-ETF model portfolio suites. The Fidelity Target Allocation ETF Model Portfolios and ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

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 ...

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...

Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They typically include a diverse mix of stocks, bonds and other types of ...

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 ...

Capital Group, the world’s largest active asset manager, is entering the growing market for model portfolios built entirely with actively managed exchange-traded funds. The Los Angeles-based firm, ...

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 ...