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 ...

Morningstar’s Morningstar Wealth division announced it is working with Apollo, Franklin Templeton and J.P. Morgan Asset ...

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 ...

Solid overall performance, but I am taking my lumps thus far in February, especially with respect to the ASST and BMNR, two digital asset treasury companies. Overall, the Portfolio did very well in ...

The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Portfolio diversification remains the cornerstone of sound investing. Today’s tech-driven and hyperconnected world provides approaches beyond traditional asset allocation. In the digital age, new ...

In today's volatile markets, investors need stability more than ever, drawing parallels from yoga's emphasis on balance.

The classic portfolio breakdown is 60% stocks and 40% bonds, with the idea that the two asset classes move in opposite directions and will counterbalance each other in bad times. That concept went ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...