Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...

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 ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

Regardless of how reliant a practice is on model portfolios created by others, advisors generally want clients to view them as their money manager. Most still provide some form of security or fund ...

As portfolio management becomes increasingly commoditized, the use of model portfolios is seen as the surest way to gain scale at the firm level. A new report from Cerulli Associates cites the trend ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it optimizes portfolios for better performance.