Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management so ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

Wealth managers are preparing to add more crypto exposure to client model portfolios in the coming year, citing recent ...

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 ...

Model portfolios are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this week ...

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, ...

Learn how today’s customization capabilities, active strategies, and private-market investments are creating differentiated portfolios and new opportunities for growth for model asset managers and ...

If you’ve heard it once, you’ve heard it a thousand times: “Never pay to become a model.” It’s true that you should never have to pay for a modeling application or to be signed by an agency—but there ...