Crypto asset manager Bitwise launched seven model portfolios focused on digital assets.  The portfolios, tailored to serve ...

The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...

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 ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

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 ...

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 ...

Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward business development. According to the Advisor Use of ...

Unless you've got a massive inheritance coming your way, you'll probably be funding your retirement with a combination of Social Security and a nest egg of savings. But for most people, getting to ...

ETF model portfolios can be simple or complicated, but I believe every investor should have at least one ETF model portfolio "handy." For individual investors who like to "keep it super simple" (KISS) ...

It is the neglect of timely repair that makes rebuilding necessary. - Richard Whately, English Writer Most investment advisors use model portfolios and those that do usually rely on models provided by ...