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

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

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 ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

Fidelity Investments has struck a strategic deal to offer custom model portfolios that will include private market assets through Vestmark's platform. The Vestmark platform will allow RIAs and ...

Cetera Investment Management has joined a growing list of financial advisory firms incorporating alternative investment model portfolios into their product line-ups. On Wednesday, the independent ...

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 ...

Model Portfolios Today The Relationship Between Model Portfolios and Private Markets An Economic Potpourri The Future of Model Portfolios in 2035 Model portfolios are evolving, offering a significant ...

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 ...

When the largest public pension plan in the U.S. shifts its investment strategy, markets notice. That’s exactly what’s happening with the California Public Employees’ Retirement System (CalPERS), ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...