Many advisors have been reluctant to move legacy portfolios into standardized models because doing so risks significant ...

Partnership targets advisors, wealth managers, and multi-family offices as third-party model assets swell to near $1 trillion ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio, offering ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Kotak Institutional Equities has revamped its model portfolio, adding TCS, SBI Life, CRISIL and DCB Bank, with expected ...

Market strategy: Both TCS and SBI Life have been assigned a weight of 150 basis points (bps) in the brokerage’s model ...

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 ...