Based on back tested data, the fund’s model portfolio delivered average 5-year annualised returns of 19% (21.5% including ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Alternatives like infrastructure and private credit assets can boost income and lower portfolio risk. Check out a high-income ...

The company says it is making it easier and more efficient for advisors to provide clients exposure to alternative ...

NEW YORK CITY, NY / ACCESS Newswire / June 26, 2025 / AstraBit has integrated a portfolio optimization engine grounded in ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar.

The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.

London-based wealth and asset management firm Shard Capital has launched a new flagship series of investment strategies, the ...

Fidelity Institutional Wealth Adviser LLC (FIWA)® is a registered investment adviser and an indirect, wholly-owned subsidiary ...