Maybe, it’s an age thing – I’m now in my 60s and I’ve become slightly more risk-averse. Maybe a recent costly divorce, ...

Model Portfolios: How Innovation Is Driving Variety Learn how today’s customization capabilities, active strategies, and private-market investments are creating differentiated portfolios and new ...

Models are having a moment … and not the runway kind. More advisors are turning to third-party model portfolios in order to save time and go after wealthier clients. More than 80% of fee-based ...

This study investigates advanced portfolio optimization techniques that integrate copula functions and GARCH models to enhance risk-adjusted performance in the European stock market. Traditional ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...

South Asian weddings aren’t just celebrations—they’re an economic force. With multi-day events averaging $150,000 to $500,000+, they can cost nearly 10x more than the national average of $35,000. That ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

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 ...

After the quarterly review of the Model Shadow Stock Portfolio at the beginning of June, five stocks are being removed and four stocks are being added. Policy announcements and news from Washington, D ...

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.