The first model portfolio, now available, is the Cetera Blended Alternatives Model – Moderate, which includes six alternative funds with exposure to private equity, private credit, and private real ...

New alternative investments model to offer advisors easy access to models that include private credit, private equity and private real estate via funds vetted by the Cetera Investment Management team ...

CAIS Launches Alternative Investments Models Marketplace for Advisors Aiming To Scale With Model Portfolios CAIS Models Marketplace enables wealth management firms to host and access multi-asset and ...

The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...

BlackRock has added the iShares Bitcoin Trust (IBIT), the fund issued by the asset manager that holds bitcoin BTC $92,020.12, to one of its model portfolios. These models suggest portfolios and ...

Cetera has introduced a new suite of model portfolios built around alternative investments, a move that underscores the firm’s broader strategy to attract RIAs and advisors serving high-net-worth ...