Fidelity Investments today unveiled two new suites of turnkey model portfolios alongside expanded educational materials to ...

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 ...

As advisors increasingly outsource investment management to focus on things like financial wellness, comprehensive planning and growing their businesses, fintech firms are introducing new ways to meet ...

Gauthron, founder and CEO of Kwanti, stops by the Financial Planning Podcast this week to talk about time, confidence and portfolio management. Formerly a software engineer working exclusively in the ...

Model portfolios continue to expand, increasing to nearly $424 billion in 2023. Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

ProShares UltraShort S&P500 was added to our 2024MP Model Portfolio as the market is turning down. Communications Sector SPDR (XLC) and Technology Sector (XLK) were deleted from our Model Portfolio.

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 ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...