Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.

Artificial intelligence is reshaping how everyday investors build, monitor, and optimize portfolios. What used to require a ...

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and ...

Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward business development. According to the Advisor Use of ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

Bitwise Asset Management has unveiled its new Model Portfolio Solutions tailored specifically for digital assets.

Bitwise launches seven model portfolios for digital assets on billion-dollar advisory platforms, offering advisors ...

Bitwise debuts seven model portfolios focused on digital assets to help financial advisors allocate client funds across ...

Vanguard has broadened its suite of model portfolios for financial advisors with the introduction of two new fixed income offerings. The Risk Diversification Tax-Aware Model and the Income Focused ...

For decades, India’s retail investors have navigated a choice between two extremes: the DIY world of stock picking or the ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

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 ...