Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced the launch of a new suite of ETF portfolios utilizing Capital ...

There has been more tinkering than usual, and the tinkering has been in a defensive direction. First, cash & cash equivalents increased from 17% to the target maximum of 20%. Part of the increase was ...

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 ...

Market risk may affect a single issuer, sector of the economy, industry or the market as a whole. The fund's investment in other funds subjects it to the investment performance (positive or negative), ...

Vanguard has rolled out a new series of model portfolios that blend active and passive investment strategies, the latest sign of how the wealth management industry is reshaping the way financial ...

Model Portfolio Explained: Model portfolios are emerging as a popular investment option among retail investors seeking structured and curated equity exposure, but experts caution that they may not be ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...