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 ...

In an age when many products and services are tailored to discrete customer segments, model portfolio customization offers ways for financial services providers to tune their offerings in ways that ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Fidelity Investments has expanded its model portfolio lineup for wealth management firms with the launch of two all-ETF model portfolio suites. The Fidelity Target Allocation ETF Model Portfolios and ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

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 ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

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

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 ...

The world’s biggest asset manager is finally allowing Bitcoin into its $150 billion model-portfolio universe. BlackRock Inc. is adding a 1% to 2% allocation to the $48 billion iShares Bitcoin Trust ...

Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They typically include a diverse mix of stocks, bonds and other types of ...