According to survey findings published by Natixis Investment Managers, fund selectors are enhancing their model portfolio offerings. Natixis surveyed 174 investment professionals in North America who ...

Since 1995, we’ve had three major bull markets, two major bear markets and experienced the near-collapse of the world financial system in 2008. Not surprisingly, many advisors are scratching their ...

Investing in the stock market is difficult, especially in light of the unexpected events that occurred in 2022. It is essential to have a thorough understanding of one's portfolio to make educated ...

As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized solutions, clear messaging stands as a pivotal element for asset managers aiming to ...

Advisors reported having an average of 39% of their current assets under management in model portfolios, up from 32% three years ago, according to Model Portfolios: Adaptive Solutions for Advisory ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar. In a new ...

The versatility of this one-stop product is key for us. Having a centralized data resource that can be applied across various types of analysis is impactful. In the ever-evolving landscape of wealth ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the expansion of its ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

Cetera Investment Management has joined a growing list of financial advisory firms incorporating alternative investment model portfolios into their product line-ups. On Wednesday, the independent ...

Real estate general partners (GPs) have a lot of operational tasks to juggle. Historically, investment management activities, like fundraising and distributing payments, have been the most ...