Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Bitwise launches seven model portfolios for digital assets on billion-dollar advisory platforms, offering advisors ...

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 ...

Model portfolios are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this week ...

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 ...

My inflation sensitive Model Portfolio outperformed the S&P 500 in January 2026, driven by strong returns in Precious Metals, Quality Stocks and ...

On Tuesday, Goldman Sachs Asset Management announced that it’s partnering with two fintech firms to create model portfolios including both public and private investments. In a press release, the firm ...

While investors rode out the market volatility and economic disruptions seen over the course of 2020, challenges remain for private fund managers as we move into the new year. The COVID-19 pandemic ...