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

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

I have incrementally shifted the Model Allocation Portfolio to a more defensive stance. Here's what investors need to know.

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 ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Vanguard has broadened its suite of model portfolios for financial advisors with the introduction of two new fixed income offerings. The Risk Diversification Tax-Aware Model and the Income Focused ...

CHICAGO--(BUSINESS WIRE)--Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, today announced the launch of Sphere, a manager-sponsored platform ...

Here are the counterintuitive expectations you should have if you want to set yourself up for a good investment experience.

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

AI is becoming a standard investing tool, as it helps cut through the noise, personalize portfolios and manage risk. That ...

Norway’s $2 trillion wealth fund is reviewing its ethical framework after decisions on U.S. and Israeli companies drew ire ...