Introducing a new, totally free real-money model portfolio available to every Fool around the world. Here at The Motley Fool, April 1 might just be our favorite day of the year. And virtually every ...
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 ...
The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...
Assets under management, tied to model portfolios, are forecast to exceed $10 trillion by 2025. Some reasons for the category’s growth include increasing awareness and comfort among clients, a wider ...
Many advisers are now using model portfolios and describing their value proposition less as a money manager and more as a wealth manager. Time was when an adviser’s value proposition was about their ...
The Department of Labor’s fiduciary rule is something of a never-ending story. As written, the proposed rule was straightforward: investment advisors should put their clients’ interests ahead of their ...