The company says it is making it easier and more efficient for advisors to provide clients exposure to alternative ...

Model portfolios offered by asset managers and third-party strategists have become the backbone of many financial advisors’ practices. Outsourcing some, ... For example, if you are ...

For example, many jewelry brands hire models with delicate hands to highlight the elegance of a bracelet or ring, while a home improvement company making an ad for a hand saw might prefer a model ...

The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its ...

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

That’s why many financial advisors offer their clients model portfolios, ... One common example is the 70/30 portfolio, a generic model portfolio consisting of 70% stocks and 30% bonds.

Model portfolios can be powerful tools — leveraging research, market insights, and years of experience, these asset manager-crafted offerings save time for advisors to focus on clients. But how ...

London-based wealth and asset management firm Shard Capital has launched a new flagship series of investment strategies, the ...

These sample portfolios are designed to depict sensible asset allocations for investors at various life stages, and they’re populated with funds and exchange-traded funds that are favorites with ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar.

While the model shows an income of $10,000, investors can use the concept to scale the amounts to match their portfolio. For example, if an investor wanted to use the ideas to create $50,000 in ...