A San Diego man already facing federal charges for allegedly posing as a doctor in order to solicit sexually explicit material from a 15-year-old Florida boy pleaded not guilty Thursday to state ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar. In a new ...

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 ...

ETFs have surged in popularity, with net inflows of $539 billion in 2023, per JPMorgan. Model portfolios using ETFs have grown, doubling assets under management from 2016 to 2023. JPMorgan's chief ETF ...

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 ...

Fidelity Investments is adding alternative investments to the custom model portfolios it makes available to its registered investment advisor and broker-dealer customers. The move brings together two ...

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 is targeting ...

iCapital, a global Fintech platform aiming to fuel the alternative investment marketplace for the wealth management industry, has announced the introduction of iCapital Model Portfolios. Today, the ...

I present a model portfolio of established, profitable, dividend-paying stocks and ETFs designed to outperform the S&P 500 through capital appreciation. My selection criteria focus on positive ...

One of the most important tools for those interested in breaking into modeling are modeling digitals, often called Polaroids by those in the industry. Aspiring models need to know how to create ...