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 ...
Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...
Solid overall performance, but I am taking my lumps thus far in February, especially with respect to the ASST and BMNR, two digital asset treasury companies. Overall, the Portfolio did very well in ...
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60/40 vs. 70/30 asset allocation: Which is better for you?
When comparing 60/40 vs. 70/30 asset allocation strategies, investors often weigh the trade-offs between stability and growth ...
David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...
BlackRock recommends a 1%–2% Bitcoin allocation, citing diversification benefits and highlighting its IBIT ETF strategy.
BlackRock, the world's largest asset manager, recommends a 1–2% Bitcoin allocation in diversified portfolios, arguing it can ...
Model portfolios continue to expand, increasing to nearly $424 billion in 2023. Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current ...
There has been more tinkering than usual, and the tinkering has been in a defensive direction. First, cash & cash equivalents increased from 17% to the target maximum of 20%. Part of the increase was ...
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 ...
Generic allocation models might miss opportunities for optimization. Find out which changes the advisor recommended.
BlackRock has added a 1% to 2% allocation of the iShares Bitcoin Trust (IBIT) to its model portfolio that allows for alternative assets. This marks the first time BlackRock has included IBIT in any of ...
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