Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...
The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...
This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...
A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...
Here are 12 very different "core" ETF model portfolios for 12 different investors, highlighting what I see each of 12 different fund brands being the best at. Each of these portfolios aim to provide ...
Authored by Kevin Guerette, Director of Distribution Services, President of Ultimus Fund Distributors, LLC with contributions from Colin Barber, Director of Strategic Initiatives and National Accounts ...
BlackRock Now Live with Public-Private Model Portfolios, Enabling Improved Access to Private Markets
BlackRock (NYSE: BLK) has gone live with a “customizable” public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported by ...
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