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 ...

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

Asset management giants BlackRock and Partners Group have teamed up to launch a multi-private markets model portfolio. The product, which will debut next year, will include private equity, private ...

Equity market returns helped fiduciary managers post strong overall performance last year, according to new analysis from XPS Group. The analysis, which covered 17 model portfolios from 14 fiduciary ...

Cetera Financial Group has launched a suite of private wealth model portfolios designed to help advisors serve affluent and high-net-worth clients, expanding its collaboration with Envestnet and ...

Advisors reported having an average of 39% of their current assets under management in model portfolios, up from 32% three years ago, according to Model Portfolios: Adaptive Solutions for Advisory ...