More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

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 ...

We revisit the concept of the four ETF portfolio, discussing the importance of keeping investment portfolios simple and balanced. We discuss the necessities of a core portfolio and problems lurking in ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Credit exposure can drive real growth when managed well. It opens income opportunities and helps diversify portfolios. But ...

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 ...

If your average monthly income is $4,000, in a normal scenario, you should have $20,000–$24,000 in an emergency fund. But ...