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 ...

Mattioli Woods chose J.P. Morgan Asset Management to run a range of model portfolios due to its scale and accessibility of its investment team, according to Dean Cheeseman, managing director of client ...

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

Partnership brings Schwab’s Wasmer Schroeder bond lineups and model portfolios onto Advyzon’s Nucleus marketplace for RIAs.

Richard Bernstein, founder of the eponymous firm, will join Janus as global head of macro and customized investing.

Model portfolios are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this week ...

Visibility is improving, but selectivity remains essential. Debasement supports allocations to gold and other real assets.

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

Capital Group, the parent company of American Funds, recently launched 12 active-passive model portfolios featuring Capital Group as the strategist. The models will be made up of American Funds' ...

(Reuters) - Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms looking for help winnowing through the rapidly growing array of ...

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 ...