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 ...

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 ...

Nearly three-fourths of financial advisors offer their clients model portfolios, while more than 25% aren’t ready to give up complete control over their investment choices, Morningstar found in a ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

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 ...

Fidelity Investments is adding alternative investments to the custom model portfolios it makes available to its registered investment advisor and broker-dealer customers. The move brings together two ...

Kestra Investment Management recently announced that it has launched two new model portfolio series, expanding its offerings for advisors and their clients. The new multi-manager strategies follow the ...