Three ETF issuers have joined forces to roll out a new model portfolio platform aimed at financial advisors and their clients ...

Wayne Duggan has a decade of experience covering breaking market news and providing analysis and commentary related to popular stocks. Wayne is a senior contributor for U.S. News & World Report ...

Dynasty Financial Partners has been working on Model Select in the background for some time and already manages $5 billion in ...

Model portfolios for retirees are created by financial professionals with a mix of asset classes that achieve a specific ...

Becoming a model is a dream for many people, but it’s more challenging than it may seem. Building a strong portfolio is one of the most important steps to becoming a model. A modeling portfolio ...

head of ETF model portfolios at Global X ETFs. "For example, equities and fixed income traditionally have a low correlation, so fixed income can provide a cushion during periods of economic stress ...

This industry-wide shift means customized portfolios are becoming less important, while model portfolios are used more often. Model portfolios are constructed with a diversified blend of stocks ...

Included along the way are specific hints. The basic model developed in your class allows a client (or user) to select different assets within a portfolio and determine what proportion to hold in each ...

Model portfolios continue to expand, increasing to nearly $424 billion USD. Assets in model portfolios have surged by 48% over two years, reflecting their growing popularity and effectiveness in ...

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 ...

The division plans on offering advisory services, customizable model portfolios focused on alternative ... Earlier this year, for example, CAIS added several funds from alternative asset giant ...