Fidelity debuts turnkey model portfolios with private equity, credit and real estate exposure for RIAs and broker/dealers ...

The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.

Fidelity Investments® today announced two new suites of turnkey model portfolios and an expanded set of educational resources to better support wealth management firms as they seek to understand and ...

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 ...

Advisor use of model portfolios continues to grow. Nearly $350 billion follows model portfolios as of March 2022, up 22% from nine months earlier despite considerable market volatility, as reported in ...

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 ...

Julius Baer, a Swiss private bank, has rolled out a suite of model portfolios tailored for UK financial advisers. The new ...

Reach your investment goals with these three model portfolio plans using the Kiplinger 25, our favorite no-load mutual funds.

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

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 ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...