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 ...

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 ...

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 ...

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 ...

Financial markets are unpredictable, prone to fads, bubbles and crashes. This frustrates academics who would prefer that the stock market obey Newtonian laws. Andrew Lo and Stephen Foerster have ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

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 ...

iCapital, a Fintech platform driving the alternative investment marketplace for the wealth and asset management industries, announced the launch of a iCapital Growth Model Portfolio, which enables ...

Market rotation into smaller stocks and value stocks is reflected in the performance of the Model Shadow Stock Portfolio.

Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS ...