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 ...

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 ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

For over 25 years, Adhesion Wealth has helped RIAs manage investments and scale their businesses through its UMA administration and managed account platform. Adhesion combines deep managed account ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

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 ...

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.

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 ...

Bitwise and Vise have launched diversified crypto model portfolios for financial advisers using the Vise platform. Crypto ...

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 ...

Bitwise Asset Management, the global crypto asset manager with more than $9 billion in client assets, and Vise, the technology ...