In an article for ThinkAdvisor, Dinah Wisenberg Brin shared some tips from experienced financial advisors on the best way to integrate model portfolios into your practice. The category has seen rapid ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.

Financial advisor demand for model portfolios shows no sign of slowing down. Assets in third-party model portfolios totaled more than $645 billion at the end of March 2025, a 62% increase since 2023, ...

In an article for AdvisorHub, Lisa Fu covers a recent research report from Cerulli Associates which shows that portfolios managed by CIOs outperform those managed by advisors over multiple time frames ...

Investors are rarely at a loss for risk factors to worry about. Between market risk, interest-rate risk, the risk of a rare "black swan" event such as the financial crisis, and other concerns, ...

SAN FRANCISCO--(BUSINESS WIRE)--Kailash Capital Research, LLC (KCR), which specializes in the field of Process Driven Investment Research, is proud to announce the release of its suite of Model ...

Reach your investment goals with these three model portfolio plans using the Kiplinger 25, our favorite no-load mutual funds.

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

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 ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...