More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

At age 70, retirement is no longer a distant goal-it's your current reality. Whether you’re newly retired or reevaluating ...

The article explains how to build a balanced, risk-averse, income-producing, and growth-oriented retirement portfolio with just five diversified funds to ensure simplicity and manageability. Despite ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Investing too conservatively could leave you short of income. Tapping investments when they're down could have a negative long-term effect. Forgetting about real estate could mean missing out on ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...