A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

You can build a couch-potato portfolio in three simple ways—using index mutual funds, index ETFs, or asset-allocation ETFs. But before we dive into these further, an important note. The following ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...