With a rapidly-growing $4.8 trillion market share, model portfolios are a major part of the investment space. In fact, more than half of advised assets are in model portfolios, and data provider ...

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Canada’s annual rate of inflation hit an 18-year high of 4.4% in September, creating a challenge for financial advisors who want to provide inflation protection for their senior clients. “Inflation ...

The majority of advisory firms in the U.S. and Canada currently offer model portfolios to clients, according to a survey by Natixis Investment Institute. The survey found that 84% of firms’ product ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...

CAIS Models Marketplace enables wealth management firms to host and access multi-asset and multi-manager alternative investment models while giving advisors a more efficient way to integrate ...

Harbor Capital Advisors, a premier provider of investment solutions known for sourcing expertise, is proud to announce the launch of its Flagship Models, a new suite of model portfolios designed to ...

CHICAGO--(BUSINESS WIRE)--Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, today announced the launch of Sphere, a manager-sponsored platform ...

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: ...