Assets under management in model portfolios clocked in at $3 trillion during the first quarter, a 16% drop compared with the fourth-quarter of 2019 as the selloff related to COVID-19 racked the ...

Commerce is as old as humanity, and yet innovation in how to build better and more efficient companies not only continues but is accelerating. Although many forms of business innovation exist, ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

Assets in model portfolios increased this year as more advisors are realizing the benefits they provide for their clients. Simultaneously, clients of advisors who use model portfolios are experiencing ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...

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.

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

For decades, many financial advisors have followed a formula for traditional client portfolio allocation which could broadly be described as 60 percent in equities and 40 percent in bonds, otherwise ...

Forbes contributors publish independent expert analyses and insights. Bridging the narrowing divide between TradFi and FinTech. In August 2020, an enterprise business intelligence (BI) software ...

Most large lodging companies avoid owning real estate. This groupthink is dumb. One of the smartest strategic thinkers in hospitality, Inès Blal, is right to call for a more critical appraisal of the ...