Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS ...

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management so ...

You won’t earn any tax breaks when investing in a taxable (nonretirement) account: no deduction on your contributions, no tax-deferred compounding, no tax-free withdrawals. So why bother? Maximum ...

This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, ...

ETF model portfolios can be simple or complicated, but I believe every investor should have at least one ETF model portfolio "handy." For individual investors who like to "keep it super simple" (KISS) ...

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

Model portfolio provider FE Investments is launching two new products: initial income retirement portfolio and long term retirement portfolio. The initial income portfolio is designed to mitigate risk ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

Previous generations turned to financial advisors mostly for stock picking. Later, advisors began custom crafting portfolios using mutual funds. That era of laser-focused attention on custom ...

Many advisers are now using model portfolios and describing their value proposition less as a money manager and more as a wealth manager. Time was when an adviser’s value proposition was about their ...

Model portfolios using exchange-traded funds are becoming the new darlings of the financial advisory world. According to Cerulli Associates, of the estimated $36 trillion allocated to model portfolios ...

An overwhelming majority of investors would be open to use so-called model portfolios to guide their allocation decisions -- if only financial advisers did a better job of explaining them. That’s the ...