Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

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 ...

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 ...

J.P. Morgan Asset Management launched a digital tool via its U.S. funds website that allows any financial adviser to access and analyze 24 model portfolios by J.P. Morgan at no cost. J.P. Morgan gave ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...

ETF model portfolios can be simple or complicated, but I believe every investor should have at least one ETF model portfolio "handy." For individual investors who like to "keep it super simple" (KISS) ...

Bank of America introduced five new model portfolios on Wednesday that adhere to Environmental, Social and Governance factors. The portfolios will be available to Merrill Lynch and Merrill Edge ...

Risk modeling comes in varying shapes and sizes throughout the financial world. Having previously worked as a derivatives trader on the Chicago Board Options Exchange and as a senior risk analyst, I ...