BlackRock is moving $3 billion out of two mutual funds and stuffing them into two new ETFs. The change is being made to fit ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

Often, there is a mismatch between how an advisor spends his or her time, and what drives ultimate success for the practice. By embracing technology and model portfolios, advisors can free up more ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

The future of MPS isn't about choosing between standardisation and personalisation but rather the blending of both, writes ...

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions, today ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...

Model 1: Construct a portfolio using individual stocks. Model 2: Employ a Buy-Hold-Rebalance approach using a computer managed model or what is known as a Robo Advisor. Model 3: The Dual Momentum is a ...

DENVER & OMAHA, Neb.--(BUSINESS WIRE)--Janus Henderson Investors today announced that a suite of three proprietary mutual fund driven model portfolios and two model-delivered separately managed ...