A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

Cullen Roche has written a book called Your Perfect Portfolio. Navigating this current environment and investing timelines ...

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 ...

The explosion of registered funds, continued tech developments, and the move by many big-name alternative asset managers into the wealth space fueled advisor adoption of private investments in 2024, ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...

In separate announcements, Capital Group, SMArtX and BondBloxx unveiled several new model portfolios. For its part, Capital Group, launched eight new active model portfolios comprising its all-active ...

WisdomTree is building on the momentum in its model portfolios business by rolling out a new suite of solutions for investment advisors. The firm’s new portfolio solutions shelf, offered through its ...

As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized solutions, clear messaging stands as a pivotal element for asset managers aiming to ...

Monthly income portfolios combine dividend stocks, REITs, bonds and ETFs to create consistent cash flow without relying on one asset class. Realty Income (O) and Main Street Capital (MAIN) pay monthly ...