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 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 ...

Hand models use their fingers, palms, and wrists to promote a wide range of products, from high-end jewelry to everyday items. But becoming a hand model isn’t just a matter of having great digits. To ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...

Capital Group today launched 12 new model portfolios that include both actively and passively managed components. The funds are designed to replicate the way many financial advisors invest client ...

Gauthron, founder and CEO of Kwanti, stops by the Financial Planning Podcast this week to talk about time, confidence and portfolio management. Formerly a software engineer working exclusively in the ...

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, ...

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 ...

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 ...

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 ...