Fidelity Investments launched two new suites of turnkey model portfolios focused on private market investments. The multi-asset, open-architecture portfolios provide exposure to private equity, ...

Crypto asset manager Bitwise launched seven model portfolios focused on digital assets.  The portfolios, tailored to serve different investor risk preferences, will allow financial advisors to give ...

As sustainable investing continues to grow in popularity, so does the scrutiny around those strategies. Intentionally sustainable funds have been plagued by claims of greenwashing and price gouging.

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 ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

It is the neglect of timely repair that makes rebuilding necessary. - Richard Whately, English Writer Most investment advisors use model portfolios and those that do usually rely on models provided by ...

2021 has posed its fair share of risks to the average portfolio: emerging market disruption, Covid-19 resurgence, slowing economic growth, and rising inflation. However, model portfolios are the ...

It was just a matter of time, but Envestnet is officially getting in on the alts model portfolio act. On Wednesday, the wealth tech giant announced it is helping its advisor and wealth enterprise ...

The wealth management industry is adapting to changing business models in a number of innovative ways, not simply stopping at the implementation of model portfolios, according to the managing director ...