Advisers who are part of Betterment’s network are no longer limited to using the platform’s premade model portfolios. Advisers can now bring their own custom model portfolios to the platform in a move ...

After a year of growth for Betterment for Advisors, the firm is bullish on the prospect of providing technology to the traditional wealth management industry. Betterment for Advisors, which sells a ...

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 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 ...

Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. 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.

Fidelity Investments has struck a strategic deal to offer custom model portfolios that will include private market assets through Vestmark's platform. The Vestmark platform will allow RIAs and ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

WAKEFIELD, Mass.--(BUSINESS WIRE)--Vestmark, Inc., a leading provider of wealth management software and services, announced today a strategic relationship with Fidelity Investments to provide eligible ...

For Financial Services Firms and Advisors Sherman Portfolios (SPL) today announced the Portfolio Toolkit, built specifically ...

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund (HLVCG) ...