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 ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

VALLEY FORGE, PA — Vanguard has unveiled its first dynamic asset allocation fixed income model portfolios, offering financial advisors a streamlined solution to manage core fixed income assets for ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

Advisors gain access to open-architecture model portfolios featuring VanEck’s thematic investing strategies and Vestmark’s overlay and tax management capabilities As part of the initiative, VanEck ...