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 ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

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Whether you're a new or veteran investor, you probably want a lot of different things from an investment. But, deciding which investments will help you achieve your financial goals may be a bit of a ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

Vanguard is giving financial advisors the ability to customize its model portfolios, a move the company hopes will enable it to better tap advisors’ soaring demand for models they use to scale their ...

The asset management giant unveiled customizable model portfolios to drum up more business with financial advisors, a key customer demographic. Vanguard is giving financial advisors the ability to ...