AGF Elements, a fund-of-funds investment solution, is introducing a dynamic asset allocation model that seeks to maximize risk-adjusted returns. The proprietary dynamic asset allocation model, ...

Asset allocation model portfolios are gaining popularity in the U.S., and Canada may not be far behind. A recent report by Boston-based research firm Cerulli Associates Inc. predicts assets in these ...

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 ...

With these new funds, CAM now offers four asset-allocation portfolios, which are “designed to appeal to investors with ...

Model portfolios have shifted from niche to mainstream, both in the US and Australia, marking a major change in the financial ...

Brookfield announced its private wealth platform has partnered with iCapital to launch a new interactive asset allocation ...

TORONTO — CI Global Asset Management (“CI GAM”) today launched a new suite of asset allocation mutual funds, providing Canadian investors with a selection of expertly constructed, low-cost, all-in-one ...

How much cash do you have in your portfolio? While conventional wisdom suggests limiting the size of your cash position, a recent study from Dalbar calls for holding enough cash and cash equivalents ...

The yield on the 30-year Treasury bond surged above 5%, one of its highest levels since 2023. Many of these stocks have taken investors on roller-coaster rides and have sky-high price-to-earnings ...