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 ...
Hand models use their fingers, palms, and wrists to promote a wide range of products, from high-end jewelry to everyday items. But becoming a hand model isn’t just a matter of having great digits. To ...
Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...
Model Portfolios Today The Relationship Between Model Portfolios and Private Markets An Economic Potpourri The Future of Model Portfolios in 2035 Model portfolios are evolving, offering a significant ...
A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...
David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...
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 ...
Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...
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 ...
BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions, today ...
Model portfolios make it easier for advisors to deploy a variety of asset classes in efficient fashion, so it's no wonder that these portfolios have long been significant contributors to the growth of ...
The traditional 60/40 portfolio, consisting of 60% stocks and 40% bonds, may not perform as well in the future due to changing market conditions. The 60/40 portfolio is based on assumptions that may ...