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 ...

The world’s largest asset manager is adding to bets on the artificial intelligence within its US model portfolios while ...

Alongside his leadership of MAS, Schassler also serves as portfolio manager for VanEck’s asset allocation strategies and model portfolios. His expertise lies at the intersection of quantitative ...

They have too many holdings, or they build portfolios that are at odds with their capacity to take risk. To help aid in the process, I’ve created a number of model portfolios for Morningstar readers.

Wayne Duggan has a decade of experience covering breaking market news and providing analysis and commentary related to popular stocks. Wayne is a senior contributor for U.S. News & World Report ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

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 ...

Model portfolios have become a key to success for exchange-traded funds. Entry into a model or an allocation shift can send assets surging into individual ETFs, critical for gaining traction in a ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up ...

(Reuters) - BlackRock has launched its first model portfolio blending private and publicly traded assets, it said on Wednesday, as it looks to expand its footprint in the lucrative private market ...

Available today, Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return join the firm's lineup of model portfolios that provide financial advisors with access to broadly ...