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 ...

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 ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

The model portfolio focuses on capital appreciation using investment-grade stocks, aiming to outperform the S&P 500 Index. Recent volatility has created opportunities to buy at a value. Stock ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

TORONTO--(BUSINESS WIRE)--OneVest, a leading wealth management technology company, today announced the launch of its Model Portfolio Marketplace, featuring a suite of model portfolios constructed ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The new functionality is designed to modernize and simplify the model ...

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced that its Portfolio Risk Platform has won Celent’s Model Wealth Manager 2021 Award in the Products and Platforms category, honored for best ...

Last year was the worst on record for U.S. bond investors. But we believe there are two important consequences for portfolio construction that came from this challenging market environment. Second, ...