Custom Model Assets Are Growing Custom Model Portfolios: What They Are and How They Work How to Customize Portfolio Allocation Models Do’s and Don’ts of Customizing Asset-Allocation Models Our Top ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

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 ...

Asset manager Fidelity International has appointed Graham Folley as head of model portfolio service (MPS) and intermediary solutions, a newly ...

Outsourcing solutions have been attracting significant attention for some time, prompted by the advent of the RDR. A key development in this area is discretionary fund manager (DFM) model portfolios, ...

The integration of open architecture and advanced technology has become pivotal in delivering customized and scalable model portfolios. This approach helps enhance the personalization of investment ...

BOSTON--(BUSINESS WIRE)--Fidelity Investments® today announced the expansion of its model portfolio lineup for wealth management firms with the launch of two new all-ETF model portfolio suites.

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

While model portfolios remain popular with advisers there are signs that this enthusiasm may be beginning to wane. In interviews with advisers last year, Aegon UK found that 36 per cent mainly use ...