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 ...

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 ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

I have incrementally shifted the Model Allocation Portfolio to a more defensive stance. Here's what investors need to know.

Asset management giants BlackRock and Partners Group have teamed up to launch a multi-private markets model portfolio. The product, which will debut next year, will include private equity, private ...

Vanguard has launched its first dynamic asset allocation fixed income model portfolios. The portfolios, the Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, went live ...

Feb 20 (Reuters) - Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms looking for help winnowing through the rapidly growing ...

Equity market returns helped fiduciary managers post strong overall performance last year, according to new analysis from XPS Group. The analysis, which covered 17 model portfolios from 14 fiduciary ...

The agency has released a request for public comment to assess whether they're offering investment advice rather than just information and should be regulated as advisers. By Mark Schoeff Jr.