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 ...

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 ...

(Reuters) - Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms looking for help winnowing through the rapidly growing array of ...

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

Toronto-based wealthtech OneVest recently launched its model portfolio marketplace, which features model portfolios with iShares and Vanguard asset allocation ETFs. Firms using OneVest can choose ...

Envestnet has launched professionally managed model portfolios featuring interval funds on its WealthTech platform, marking a ...

The introduction of the Sustainable Fund Disclosure (SDR) rules has made little difference to how Tatton constructs its ...

Market Analysis by covering: iShares Core 60/40 Balanced Allocation ETF. Read 's Market Analysis on Investing.com ...

Building a passive-income portfolio takes patience and the right stocks. Here’s a trio of options to get started with today.

These TSX stocks have strong fundamentals, stable earnings, and proven track records of maintaining and increasing dividend ...

The model Yield Hog Dividend Growth Portfolio posted a total return, including dividends, of 0.9 per cent in October, finishing the month with a value of $210,133. That represents a total return of ...