While there is a difference in opinions as to how much direct indexing will take market share away from ETFs, there is no doubt that the strategy is growing. In fact, personalized portfolios in ...

A major trend in wealth management is personalization. Due to new technology, financial advisors are now able to offer customized products and solutions without sacrificing scalability. It can help ...

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 ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

New offering combines third-party model portfolios with direct indexing capabilities for tax-smart transitions and proactive tax loss harvesting Tailored Allocation Portfolios combine the flexibility ...

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 ...

A stress test isn’t about predicting downturns, it’s about preparation. It helps investors understand how different asset ...

Advyzon, a wealth tech provider focused on independent financial advisors and RIAs, has unveiled a partnership to improve the process of building personalized investment portfolios. Under the ...

The integration of open architecture and advanced technology has become pivotal in delivering customized and scalable model portfolios. This approach helps enhance the personalization of investment ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

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 ...