Income-focused investors are heading into 2026 with a rare combination of high yields and improving fundamentals in parts of ...

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The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

White-label ETF platform, Exchange Traded Concepts, has introduced a new fund in conjunction with CORE16 — the CORE16 Best of Breed Premier Index ETF (NYSE:BOBP). BOBP seeks to capture systematically ...

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Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

The $66B ETF manager has grown its total suite of ETFs to 25 in the U.S., with registered investment advisors comprising a fifth of its overall ETF business The launch of the three new strategies ...

Goldman Sachs Asset Management and T. Rowe Price are bringing to market the first batch of co-branded model portfolios that the giant asset managers created through the strategic alliance they ...

The lack of technology is reflected in SCHD’s subpar returns. For the five years to Dec. 31, SCHD posted an annualized total ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

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