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 ...

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 ...

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 ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

These hybrid funds can shift between equity and debt as market conditions change, offering investors a way to manage asset ...

You could argue that model portfolios and exchange traded funds (ETFs) go hand in hand. After all, ETFs and their broad diversification benefits have made it easy for financial advisors, institutional ...

Solid overall performance, but I am taking my lumps thus far in February, especially with respect to the ASST and BMNR, two digital asset treasury companies. Overall, the Portfolio did very well in ...

Redwood Investment Management, LLC ("Redwood") is celebrating the 10-year anniversary of its Engineered Risk-Budgeted (ERB) model ...

A 70/30 portfolio and an 80/20 portfolio refer to asset allocation strategies that balance stocks and bonds, with the numbers ...

When it comes to our portfolios, many investors have biased positions in the United States. And that sort of makes sense. As the world’s largest single market and a bastion of capitalism, it stands to ...

BlackRock has added a 1% to 2% allocation of the iShares Bitcoin Trust (IBIT) to its model portfolio that allows for alternative assets. This marks the first time BlackRock has included IBIT in any of ...