Environmental, Social, and Governance (ESG) investing essentially refers to the evaluation of an enterprise not only in terms ...

Advisors intent on increasing their appeal to wealthy clients might consider entrusting portfolio construction to outside partners. Processing Content So suggest the findings of the research firm ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

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 ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Part of Fidelity’s Robust Lineup of Portfolio Solutions for Wealth Management Firms, New Model Portfolio Capabilities Allow Exposure to Private Markets BOSTON, June 18, 2025 – Fidelity Investments® ...

Envestnet took a major step toward providing advisors and their clients with greater access to alternative investments and private markets on Wednesday. Via partnership with asset managers BlackRock, ...

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.

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...