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 ...

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

A behind-the-scenes look at the portfolios financial advisors are building for their clients shows a clear trend toward increased caution and a return to global diversification, according to Fidelity ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

Advisors gain access to open-architecture model portfolios featuring VanEck’s thematic investing strategies and Vestmark’s overlay and tax management capabilities As part of the initiative, VanEck ...

This year has been a testament to financial markets' remarkable ability to look past the noise. Throughout 2025, investors faced a barrage of potential shocks, from escalating tariff threats to ...

The ultrarich may be different from you and me, but that doesn't mean mainstream investors can't profit from the family office strategies used to serve them. Processing Content Bob Fraser is ...