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 ...

Financial advisors increasingly understand their value proposition is not their stock-picking savvy or ability to construct a bond portfolio. As the industry moves towards holistic wealth management ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

Model portfolios are an attractive investment vehicle for advisors to outsource some, or all, of their portfolio construction responsibilities to focus on more holistic financial planning. Offered by ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing 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 ...