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 ...

I am going on the "maximum defensive" with my 2025 model portfolio update, moving out of direct equities funds and including gold. The portfolio consists of two mutual funds and three ETFs, all of ...

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 ...