Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

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 ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...

As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized solutions, clear messaging stands as a pivotal element for asset managers aiming to ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Fidelity Investments is adding alternative investments to the custom model portfolios it makes available to its registered investment advisor and broker-dealer customers. The move brings together two ...