Hand models use their fingers, palms, and wrists to promote a wide range of products, from high-end jewelry to everyday items. But becoming a hand model isn’t just a matter of having great digits. To ...

As portfolio management becomes increasingly commoditized, the use of model portfolios is seen as the surest way to gain scale at the firm level. A new report from Cerulli Associates cites the trend ...

This article talks about retirement investment strategies.

Regardless of how reliant a practice is on model portfolios created by others, advisors generally want clients to view them as their money manager. Most still provide some form of security or fund ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...