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 ...

Summit Global Investments ("Summit Global") has announced the launch of its new Enhanced Model Portfolios, a suite of ETF-driven investment strategies designed to provide investors with greater access ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...

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 ...

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions, today ...

Bitwise's offering gives financial advisors a crypto-themed approach to model portfolios, a $645+ billion market that shapes how client allocations are built.

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Fidelity Institutional, the Boston-based division of Fidelity Investments, has expanded its model portfolio suite with the addition of Fidelity Target Allocation Tax-Aware Model Portfolios, which ...

Fidelity Investments is adding alternative investments to the custom model portfolios it makes available to its registered investment advisor and broker-dealer customers. The move brings together two ...

Bitwise Asset Management has unveiled its new Model Portfolio Solutions tailored specifically for digital assets.

WELCOME AGAIN TO ALL OUR NEW MEMBERS (AND THANKS FOR JOINING OUR COMMUNITY!)I urge you to read our past articles and check out our model portfolios and other lists of suggestions. Some of you are ...