Custom model portfolios are also emerging as a critical area for asset managers, particularly among broker-dealer and RIA home-office clients. Fifty-five percent of asset managers view custom ...

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

In comparison, only 79% of investors without assets in models said the same thing. In addition, 93% of investors in models are satisfied that their advisors understand their financial goals, ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

BOSTON--(BUSINESS WIRE)--State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) today released the results of its Model Portfolios: Adaptive Solutions ...

Strive Asset Management, the upstart asset manager which was founded by Republican presidential candidate Vivek Ramaswamy, is launching its own model portfolio offerings. Strive is seeking to ...

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 ...

The model, presented to the U.S. Securities Exchange Commission in November, ... BlackRock’s ETF model will mark a significant shift for banks, enabling them to indirectly engage with the asset.

We created a handful of campus-inspired and spirit-themed Zoom backgrounds. The virtual background feature in Zoom allows users to display an image as the background during Zoom meetings. CU Boulder ...

Strive Asset Management, the activist exchange traded fund manager founded by Republican US presidential candidate Vivek Ramaswamy, plans to “imminently” roll out model portfolios and a ...