Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

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 ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio, offering ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

(Bloomberg) -- State Street Global Advisors is aiming to grow its model-portfolio business fivefold in as many years as off-the-shelf investment strategies boom across Wall Street. The asset manager ...

Goldman Sachs Asset Management (GSAM) is aiming to become one of the top 5 providers of model portfolios. Currently, GSAM is the ninth largest in terms of asset managers, with model portfolio assets ...

The following model stock portfolio is focused on capital appreciation using institutional quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...

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 ...