This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The Growth Model complements the firm’s existing suite of both ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Model portfolio service (MPS) assets held on-platform have enjoyed 27% compound annual growth over the last five years, according to our figures at Platforum. Large and small MPS providers have shared ...

Model portfolios in the US have boosted the growth of exchange traded fund assets, as ETFs have cemented their place as an “important building block” for models, a report shows. Asset managers and ...

The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile. And ...

A CIP should be broad and flexible offering a range of investment options for each segment. In a previous life, when I helped advisers to define their CIP, segmentation was often based on client ...

This article was originally published on ETFTrends.com. When advisors evaluate model portfolios, factors including cost, efficiency, and diversification often top their checklists. Durability and ...

7IM has launched what it is calling its “most adventurous” model portfolio yet, targeting investors looking to take on a higher degree of risk for greater returns. It completes the adviser platform’s ...

The Folio Society has become an Employee Owned Trust (EOT) following five years of "consistent growth and publishing". It was sold to its 40 employees this week, in a buyout led by c.e.o. Joanna ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...