Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced the launch of a new suite of ETF portfolios utilizing Capital ...

Capital Group has launched eight active ETF model portfolios at a time when such products are exploding in popularity. The new Capital Group ETF are the Global Growth Model, Growth Model, Moderate ...

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...

Learn about the capital allocation line (CAL), including the risk-return tradeoff, and how it optimizes portfolios through ...

iCapital, the leading global fintech and alternative investments platform, is making it easier for advisors to scaleably diversify their clients’ portfolios beyond traditional public investments. On ...

There has been more tinkering than usual, and the tinkering has been in a defensive direction. First, cash & cash equivalents increased from 17% to the target maximum of 20%. Part of the increase was ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

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 ...

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 ...